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Company:
Amerhart, Ltd.
Plan:
Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust
 

Amerhart, Ltd.

70 Plan: Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust

 
 
70
9
64
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (70) and the top rated plan (86) could equate to:
[How is this calculated?]
10 additional years of work
Up to $22,400 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

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.


 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. American Funds (Capital Group) Target Date Retirement 14%
2. American Funds AMCAP 13%
3. Vanguard 500 Index 11%

 Retirement Plan Details

Address P.O. Box 10097
2455 Century Road
Green Bay, WI 54307-0097 
Industry Manufacturing
Administrator Mark Kasper
Net Plan Assets $21,000,000
Total Participants 240
Avg Account Balance $90,000

 Compare Other Companies in Peer Group

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Plan Service Providers

Recordkeeper Associated Bank, Nat'L Assoc.
Investment Adviser Morgan Stanley
Auditor WIPFLI Hewins Investment Advisors LLC