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, 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.
|1.||PIMCO Total Return||15%|
|2.||American Funds Growth Fund of America||15%|
|3.||Federated Max-Cap Index||11%|
P.O. Box 10097
2455 Century Road
Green Bay, WI 54307-0097
|Net Plan Assets||$16,200,000|
|Avg Account Balance||$77,000|
|Kapp Advertising Service||53.0|
|Investment Adviser||Eaton Vance|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.