Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (63)
Highest in Peer Group (89)

Plan Description

Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances. Amerhart, Ltd. Employee-Directed Investment and Retirement Plan and Trust currently has over 200 active participants and over $21.0M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (70) and the top rated plan (89) could equate to:
12
Additional years of work
49,532
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 9/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 10097 2455 Century Road
  • Location
    Green Bay , WI
  • 54307-0097
  • Industry
    Manufacturing
  • Administrator
    Mark Kasper
  • Net Plan Assets
    $21,000,000
  • Total Participants
    240
  • Avg Account Balance
    $90,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Above Average

Peer Group Plans

Company Rating
Glenroy 76.0
Jefferson Homebuilders 70.5
Pci Paper Conversions 62.9
Web Industries 62.2
Papercone 60.8
M. Bohlke Veneer 58.9
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Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 14%
3%
American Funds AMCAP 13%
33%
Vanguard 500 Index 11%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Associated Bank, Nat'L Assoc.
Investment Adviser
Morgan Stanley
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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