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 66. 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 $13.6M in plan assets.
| 1. | PIMCO Total Return | 15% |
| 2. | American Funds Growth Fund of America | 13% |
| 3. | American Funds EuroPacific Growth | 10% |
| Address |
P.O. Box 10097
2455 Century Road Green Bay, WI 54307-0097 |
| Industry | Manufacturing |
| Administrator | Mark Kasper |
| Net Plan Assets | $13,600,000 |
| Total Participants | 220 |
| Avg Account Balance | $64,000 |
| Glenroy | 76.9 |
| Belmark | 72.4 |
| Web Industries | 72.3 |
| SR Wood | 53.9 |
| Tufco Technologies | 53.5 |
| Edwards Brothers | 52.1 |

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