Ameri-National Corporation

74
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (71)
Highest in Peer Group (90)

Plan Description

Ameri-National Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Salary Deferral. Ameri-National Corporation 401k Plan currently has over 200 active participants and over $15.0M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (74) and the top rated plan (90) could equate to:
10
Additional years of work
67,471
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 10700 Nall Avenue Ste 200
  • Location
    Overland Park , KS
  • 66211
  • Industry
    Commercial Banking
  • Administrator
    Molly Dodson
  • Net Plan Assets
    $15,000,000
  • Total Participants
    280
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Mid Capitalization Index 17%
42%
DFA International Value 12%
41%
American Funds New World 10%
61%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Creative Planning, Inc.
Recordkeeper
DailyAccess Corporation
Consultant
DailyAccess Corporation
Corporate Trustee
Reliance Trust Company
Auditor
Pickett, Chaney & McMullen, LLP