Monthly Archive:: November 2009

Devry 401k (PSRP) Plan PSDS Scan 12/31/2008

This plan was helped by company stock DV which had a 5yr APR = 18.14% and the Balanced portfolio had 5.7% in the stock. The employee portfolio had 11% in the stock and 21.5% in the Prudential

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

This is a large plan with 48 funds in the scan. Company stock ASH had a 5yr APR of -17.22% and was very volatile. The employee portfolio had 6% of their money in company stock and a

Affiliated Computer Services 401k (SP) PSDS Scan 12/31/2008

This plan was not helped by company stock ACS and the Balanced portfolio invested 80.2% of the plan in the Wells Fargo stable value fund DSVG1 in the scan. It was also the largest holding in the

Allegheny Energy 401k (ESOSP) PSDS Scan 12/31/2008

This plan was helped by company stock AYE and the Balanced portfolio had 5.3% in the stockand 88.2% in the stable value fund SVF.hpx in the scan. The employee portfolio had AYE as their largest holding which

Dress Barn 401k (SP) Plan PSDS Scan 7/31/2008

The latest SEC 11-k report for this plan is for 7/31/2008 and it provides an interesting look at a plan before the 2008 sell off began. I used FUNDG as a proxy for the stable value fund

RALCORP HOLDINGS 401k (SIP) PSDS Scan 12/31/2008

This small plan has Vanguard as trustee and invests mostly in their funds. The so called Balanced portfolio has 82.7% in vested in a Vanguard stable value fund VRST in the scan. It is also the largest

Massey Energy 401k (PSP) Plan PSDS Scan 12/31/2008

This plan was hurt by company stock MEE and 2008 like many. The Balanced portfolio is 98.1% invested in the stable value fund SVF.hpx in the scan and the employee portfolio has 43.5% invested in the stable

Alcatel-Lucent Savings Plan PSDS Scan 12/31/2008

Alcatel acquired Lucent 11/30/2006 and the Lucent Savings Plan became the Alcatel-Lucent Savings Plan. The SEC 11-k report for 12/31/2008 lists only the investments that represent 5% or more of the plan and that does not include

MOSAIC 401k (IP) Plan PSDS Scan 12/31/2008

This company stock MOS has the highest STD of any scanned to date, STD = 156.90%. The Balanced portfolio is another lifeboat portfolio with 93.0% invested in the stable value fund VRST in the scan. It is

Fortune Brands 401k (RSP) Plan PSDS Scan 12/31/208

Like many plans this one was hurt by company stock FO and 2008. The plan has no stable value fund but does have a money market fund FRTXX and that is where 67.8% of the money is