AUMdb

Ampersand 401(k) Plan

Sponsored by National Cable Communications Llc (Dba Ampersand) · EIN 043259154 · Plan #001

Total assets
$179M
Net assets
$179M
Active participants
529
With balances
755

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Inc Investment advisory (plan) $50,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $38,622
Strategic Advisors, Inc. Investment advisory (plan) $32,153