Monthly Archive:: January 2010

Oracle 401k (SIP) Plan PSDS Scan 12-31-2009

This plan was helped by company stock ORCL and the Balanced portfolio has invested 5.6% of the plan in the stock and that portfolio has a 5yr APR = 6.28% with low volatility risk STD = 3.42%.

Jefferies Group 401k (PSP) Plan PSDS Scan 12-31-2009

The last scan for this plan had few funds in the Balanced portfolio and no company stock. This year the Balanced portfolio has 1% in company stock and over half the funds in the plan are in

GE 401k (SSP) Plan PSDS Scan 12-31-2009

This plan was hurt by company stock GE which has a 5yr APR = -12.8%. The Balanced portfolio is a bit better than in the last scan using 12-31-2008 market data and now has 5 funds in

State of Texas 401k (457) Plan PSDS Scan 12-31-2009

This plan closed its stable value fund in October 2009 to new investments. The impact on Balanced portfolio performance is shown in the 2D scan image. The largest impact on asset allocation was to increase investments in

Abbott Laboratories 401k (RSP) Plan PSDS Scan 12-31-2009

This scan Balanced porfolio now has 10 funds and a slightly better APR = 5.70%. The 2009 SEC 11-k report did not include a PDF copy of the report as the year earlier report had. Only a

FASTENAL 401k Plan PSDS Scan 12-31-2009

A small plan helped a little by company stock FAST and the Balanced portfolio has invested 1.5% of the plan in company stock. The employee portfolio has invested 31.6% of that portfolio in company stock which is

H&R Block 401k (RSP) Plan PSDS Scan 12-31-2009

The H&R Block plan was last scanned 6-15-2009 with 12-31-2008 market data. This 12-31-2009 scan Balanced portfolio with 12-31-2009 market data has improved year over year and has an APR = 5.10% and there are now 10

Bank of New York Mellon 401k Plan 12-31-2009

The 2008 scan of this plan did not include the stable value fund. That will make year over year comparisons awkward. The 12-31-2009 scan Balanced portfolio has 36.6% of the plan invested in the stable value fund

Wells Fargo 401k Plan PSDS Scan 12-31-2009

This plan was not helped by company stock WFC which was down -6.8% in 2009 and has a negative 5yr Sharpe ratio. The Balanced portfolio has 70% of the plan invested in the stable value fund represented

A.O. Smith 401k (PSRP) Plan PSDS Scan 12-31-2009

This plan was helped by company stock and the Balanced portfolio has 8.7% of the plan invested in the stock. The largest investment is in the stable value fund represented by the index SVF.hpx in the scan