Home  >   401k Directory   >   Amerhart, Ltd.
 
Company:
Amerhart, Ltd.
Plan:
Amerhart, Ltd. Employee-Directed Investment and Retirement Plan & Trust
 

Amerhart, Ltd.

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

 
 
68
32
61
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (68) and the top rated plan (88) could equate to:
[How is this calculated?]
11 additional years of work
Up to $142,700 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 & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Account Balances and Participation Rate. Amerhart, Ltd. Employee-Directed Investment and Retirement Plan & Trust currently has over 200 active participants and over $16.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
13
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. PIMCO Total Return 15%
2. American Funds Growth Fund of America 15%
3. Federated Max-Cap 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 $16,200,000
Total Participants 220
Avg Account Balance $77,000

 Compare Other Companies in Peer Group

Web Industries 69.7
Bolger, LLC 63.2
Ortec 61.4
RJF International 55.6
Kapp Advertising Service 53.0
Publication Printers 51.5

  Plan Service Providers

Investment Adviser Morgan Stanley
Administration Pension Inc.
Recordkeeper Pension Inc.
Auditor Wipfli, LLP