Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
'&PARTNERS, LLC
EIN 62-1627736Latest filing 2025
Plans
3
Retirement
2
$30.2M assets
Welfare
1
$1.7M premiums
Participants
1,182
40 BURTON HILLS BLVD STE 350 - NASHVILLE, TN 372156408615-255-6431
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.2M assets / 524 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 1,271 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
79%top
- PRINCIPAL79%
- BLUE CROSS OF CALIFORNIA21%
Broker market share
Schedule A broker compensation
86%top
- BENEFITS INC86%
- KEVIN S SMITH14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMPERSAND PARTNERS RETIREMENT PLAN
401k
Assets$27.1M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
'&PARTNERS VIP PLAN
TraditionalDB
Assets$3.1M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
'&PARTNERS, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - PRINCIPLE LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMPERSAND PARTNERS RETIREMENT PLAN | 401k | $27.1M | 470 | 2024 | |
| 002 | '&PARTNERS VIP PLAN | TraditionalDB | $3.1M | 54 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans