Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Ampersand Partners, LLC
EIN 62-1627736Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$67.6M assets
Health & Benefits
1
$1.7M premiums
Participants
1,497
40 BURTON HILLS BLVD, SUITE 350 - NASHVILLE, TN 37215615-252-6120
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $67.6M assets / 839 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 1,271 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.4M
- Vision$1.4M
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Other$1.4M
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AMPERSAND PARTNERS RETIREMENT PLAN
401(k)
Assets$58.4M
Participants741
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
'&PARTNERS VIP PLAN
Traditional DB
Assets$9.2M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
'&PARTNERS, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured - PRINCIPLE LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,271
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AMPERSAND PARTNERS RETIREMENT PLAN | 401(k) | $58.4M | 741 | 2025 |
| #002 | '&PARTNERS VIP PLAN | Traditional DB | $9.2M | 98 | 2025 |
- #001 · 401(k) · 2025741
- '&PARTNERS VIP PLAN$9.2M#002 · Traditional DB · 202598
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | '&PARTNERS, LLC HEALTH & WELFARE BENEFIT PLAN | Fully insured | PRINCIPLE LIFE INSURANCE COMPANY | $1.7M | 1,271 | 2025 |
- #501 · Fully insured · PRINCIPLE LIFE INSURANCE COMPANY · 20251,271
Retirement plans
Health & Benefits plans