Monthly Archive:: June 2009

Goldman Sachs 401k Plan PSDS Scan 12/31/2008

This plan has more money in managed accounts (company managed) than it has in mutual funds. The Balanced portfolio retreated to the GIC and the employee portfolio has the money market fund FSMXX as their largest holding

Goodrich Rohr 401k (SP) Plan PSDS Scan 12/31/2008

In this plan company stock is Goodrich, GR, and it is in the Balanced portfolio. Most of the Balanced portfolio is in a money market fund, FRTXX, (82.9%) like many other plans hurt by 2008. All but

First Energy 401k (SP) Plan PSDS Scan 12/31/2008

This scan is the first with 12/31/2008 SEC 11-k data for employee asset allocation. In keeping with the Hewitt 401k index data they have invested 30.6% in the GIC investment option. The Balanced portfolio as usual has

AT&T 401k (RSP) Plan PSDS Scan 12/31/2008

The AT&T Corp. has several component companies. The SEC 11-k filing for this scan is for the AT&T Retierment Savings Plan. I could not find employee asset allocation data. The generic investment options and their representation in

CSX Corp. 401k (TSTP) Plan PSDS Scan 12/31/2008

This plan was benefited by company stock, CSX, which has done well the last 5 years in spite of being down in 2008. The Balanced portfolio has overweighted the stable interest fund,WFSRF in the scan, in my

Duke Energy 401k (RSP) Plan PSDS Scan 12/31/2008

Duke Energy has a dividend paying stock, DUK, many have owned including the employees. It had two bad years in a row, 2007 and 2008, which took the 5yr APR performance down to minus 2.25% which hurt

Agilent 401k Plan PSDS Scan 12/31/2008

The Agilent SEC 11-k data used in the scan were for the 5% or more funds and a GIC portfolio. As with most companies 2008 was a very bad year and the employee portfolio had a 5yr

Avon Products 401k (PSAP) PSDS Scan 12/31/2008

Another plan hurt by 2008 but with a Balanced portfolio 5yr APR of 5.20% there was the possibilty of a positve return. A stable value investment option would have helped reduce volatility and Fidelity has good one,

DuPont 401k (RSP) Plan PSDS Scan 12/31/2008

This scan includes company stock, DD, and the large Master Trust which is mostly GIC contracts. The earlier scan did not include them. As with most plans 2008 was a very bad year for company stock and

Cameron International 401k (RSP) Plan PSDS Scan 12/31/2008

This plan for an oil and gas company has most of the employee funds invested in company stock, CAM, which has done well but with off the chart high volatility. The Balanced portfolio is 90% invested in