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AMPERSAND, INC.

EIN 92-1049630-banking-Latest filing 2025
Plans
1
Retirement
1
$760K assets
Welfare
0
Participants
29
N16 W23217 STONE RIDGE DR., SUITE 150 - WAUKESHA, WI 53188262-381-8403trustampersand.comLinkedIn1-10 employeesbanking
Plans on this EIN
1 filing
#001401k-$760K - 29 part

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Retirement#001

AMPERSAND, INC. 401(K) PLAN

401k

Assets$760K
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMPERSAND, INC. 401(K) PLAN401k$760K292025
Retirement plans
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