P 401(k) Plan Report

Stable plan record

THE AMPERSAND AGENCY INC. RETIREMENT TRUST

Sponsored by THE AMPERSAND AGENCY, INC. · EIN/PN 742525241-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$11,640
Administrative cost per participant
2025
$17
Active participants
2025
11
Total plan assets
2025
$3,448,564
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260616123546NAL000056422700111$11,640
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.