# Ampersand Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wiley-bros-aintree-capital-llc-401k-plan

> Ampersand Partners, LLC's 401(k) plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ampersand Partners, LLC

- **Sponsor EIN:** 621627736

- **Sponsor Address:** 40 BURTON HILLS BLVD, NASHVILLE, TN, 37215

- **Plan Type:** 401(k)

- **Total Participants:** 470

- **Total Assets:** $27.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|470|$27.1M|$368,780|$2.7M|

| 2023|0|$15.0M|$357,708|$366,300|

| 2022|37|$12.1M|$325,796|$331,689|

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