Appraisal Institute Retirement and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Participation Rate. Appraisal Institute Retirement and Savings Plan currently has over 100 active participants and over $10.2M in plan assets.
|1.||Principal Fixed Income Guaranteeed Option||23%|
|2.||Principal Financial Group Principal Trust Target||21%|
|3.||T. Rowe Price Equity Income||12%|
200 W Madison St
Chicago, IL 60606
|Industry||Other Services (except Public Administration)|
|Net Plan Assets||$10,200,000|
|Avg Account Balance||$96,000|
|International Society of Automation||83.6|
|Clayton Foundation for Research||79.0|
|American Economic Association||73.4|
|The Wilderness Society||65.8|
|Insurance Carrier||Principal Financial Group|
|Insurance Advisor/Broker||LPL Financial Corp. (NRP)|
|Administration||Principal Financial Group|
|Recordkeeper||Principal Financial Group|
|Investment Adviser||William E Hamm and Associates Inc.|
|Auditor||Plante & Moran, PLLC|
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.