Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances. Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust currently has over 200 active participants and over $21.0M in plan assets.
|1.||American Funds (Capital Group) Target Date Retirement||14%|
|2.||American Funds AMCAP||13%|
|3.||Vanguard 500 Index||11%|
P.O. Box 10097
2455 Century Road
Green Bay, WI 54307-0097
|Net Plan Assets||$21,000,000|
|Avg Account Balance||$90,000|
|PCI Paper Conversions||63.2|
|M. Bohlke Veneer||58.9|
|Frank Lumber Co.||40.9|
|Recordkeeper||Associated Bank, Nat'L Assoc.|
|Investment Adviser||Morgan Stanley|
|Auditor||WIPFLI Hewins Investment Advisors LLC|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.