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, Investment Menu Quality, Participation Rate, and Salary Deferral. Amerhart, Ltd. Employee-Directed Investment and Retirement Plan & Trust currently has over 200 active participants and over $19.2M in plan assets.
|1.||American Funds AMCAP||14%|
|2.||PIMCO Total Return||12%|
|3.||Vanguard 500 Index||10%|
P.O. Box 10097
2455 Century Road
Green Bay, WI 54307-0097
|Net Plan Assets||$19,200,000|
|Avg Account Balance||$87,000|
|Fgs-Wi, LLC Dba Freedom Graphic...||57.1|
|Recordkeeper||Associated Trust Company, N.A.|
|Investment Adviser||Morgan Stanley|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
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