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Company:
American Appraisal Associates, Inc.
Plan:
American Appraisal Associates Retirement Investment Plan
 

American Appraisal Associates, Inc.

75 Plan:

 
 
75
50
75
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (75) and the top rated plan (89) could equate to:
[How is this calculated?]
9 additional years of work
Up to $104,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

American Appraisal Associates Retirement Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances and Salary Deferral. American Appraisal Associates Retirement Investment Plan currently has over 400 active participants and over $41.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
16
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Morley Stable Value Fund 16%
2. American Funds Growth Fund of America 12%
3. Dodge & Cox Balanced 10%

 Retirement Plan Details

Address 411 E Wisconsin Ave
Suite 1900
Milwaukee, WI 53202-4466 
Industry All Other Professional, Scientific, and Technical Services
Administrator Kimberly Russo
Net Plan Assets $41,300,000
Total Participants 410
Avg Account Balance $100,000

 
Plan Service Providers

Recordkeeper Milliman, Inc.
Investment Adviser Francis Investment Counsel LLC
Auditor Baker Tilly Virchow Krause, LLP