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

Amerhart, Ltd.

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

 
 
73
20
59
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (73) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $83,900 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 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Account Balances, Participation Rate, Salary Deferral, and Total Plan Cost. Amerhart, Ltd. Employee-Directed Investment and Retirement Plan & Trust currently has over 200 active participants and over $11.9M in plan assets.

 

 Retirement Plan Details

Address 2455 Century Rd
Green Bay, WI 54303-4801 
Industry Manufacturing
Administrator Mark Kasper
Net Plan Assets $11,900,000
Total Participants 210
Avg Account Balance $56,000

 Compare Other Companies in Peer Group

Glenroy 77.0
Holmberg Company 67.1
PCI Paper Conversions 63.3
Mcconnell Cabinets 59.2
Simkins Industries 50.7
Lakeway Container 48.9

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 17%
2. American Funds EuroPacific Growth 15%
3. Federated Max-Cap Index 13%

  Plan Service Provider

Auditor Wipfli, LLP

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