Monthly Archive:: September 2009

Edwards Lifesciences 401k (SIP) PSDS Scan 12/31/2008

This plan was helped by company stock EW and a stable value fund SVF.ing in the scan. The Balanced portfolio had 9.5% invested in company stock and 82.4% in the stable value fund. The employee portfolio was

Philip Morris Intl. 401k (DPSP) Plan PSDS Scan 12/31/2008

This plan holds mutual funds and the stock of Atria Group MO and Kraft Foods KFT as well as the new Philip Morris International stock PM. The new stock does not have 5yr data and was represented

SAP America 401k Plan PSDS Scan 12/31/2008

This plan is all Vanguard and has a good stable value fund VRST in the scan. The so called Balanced portfolio has 95.6% of the plan in VRST and the rest in VBMFX. The employee portfolio has

Zep Inc. 401k Plan PSDS Scan 12/31/2008

Another lifeboat Balanced portfolio for a company whose stock does not yet have 5yr data. The Balanced portfolio is invested entirely in the money market fund and stable value fund. The SSgA money market fund SSMXX is

Quest Communications 401k (SIP) PSDS Scan 12/31/2008

This is a small plan that was not helped by company stock Q. The scan included only investments that represent 5% or more of the plans assets. The Balanced portfolio put everything in a government fund that

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

This is mostly a Vanguard plan and has a good stable value fund VRST in the scan. The Balanced portfolio has 94% of the money there. The employee’s portfolio has VWELX as their largest holding and very

Stanton & Castleton IRA PSDS Scan 8/31/2009

I update this scan often looking for signs that a recovery is starting. The numbers are down from last year of course but the Balanced portfolio is up almost 20% year-to-date and truely balanced. All but one

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

This plan was helped by company stock TRV and a stable value fund. The Balanced portfolio has 81.5% of the money in the stable value fund represented in the scan by the index SVF.hpx. The employee portfolio

Cerner Corp. 401k (RP) Plan PSDS Scan 12/31/2008

This plan was helped by company stock CERN which had a 5yr APR of 15.26% with an off the chart STD risk of 39.1%. The so called Balanced portfolio had 88.4% of the money invested in the

Reliance Steel & Aluminum 401k PSDS Scan 12/31/2008

This plan was helped a little by company stock RS and hurt by 2008. The Balanced portfolio had most of the money in the stable value fund FMIP in the scan. The employee portfolio had a money