Monthly Archive:: June 2010

Eaton Corp. 401k (PIP) Plan PSDS Scan 12-31-2009

The scan last year only included the 5% and up invetments. This year I included most of the smaller investment holdings. The Balanced portfolio is still a lifeboat portfolio with over 70% of the portfolio in the

Roper Industries 401k (RSP) Plan PSDS Scan 12-31-2009

This plan needs work. The Balanced portfolio has everything in just three investment options, company stock ROP, the bond fund PTTRX and the rest in the stable value fund SVF.hpx in the scan. None of the rest

AptarGroup 401k (PSSP) Plan PSDS Scan 12-31-2009

This plan continues to be helped by company stock ATR but not as much as last year. The Balanced portfolio has 8.5% in the stock and the employee portfolio has 20.8% in the stock. A bit too

Quest Communications 401k (SIP) PSDS Scan 12-31-2009

This is a small plan consisting of a large Master Trust organized into 8 investment catagories for plan participants. I spent more time this year on the SEC 11-k report sorting the investments into ETF funds and

Wisconson 457 (DC) Plan PSDS Scan 12-31-2009

Small year over year improvment with the Balanced portfolio 5yr APR = 4.61% and with a few more funds in the portfolio. The three largest holdings are the stable value fund FUNDG in the scan, the income

Cephalon Inc. 401k (PSP) Plan PSDS Scan 12-31-2009

This plan had 22.4% of the Balanced portfolio in company stock CEPH last year and only 2.4% this year. The stock had a very bad 2009 which is why volatility is such a big risk for retirees.

NewMarket Corp. 401k (SP) PSDS Scan 12-31-2009

This company stock NEU has triple digit volatility with a positive 5yr Sharpe ratio. I don’t see that very often. The Balanced portfolio has 10.1% of the plan in the stock a bit more than I think

Mattel 401k (PIP) Plan PSDS Scan 12-31-2009

This plan made small improvements year over year and the Balanced portfolio has 1.4% of the plan in company stock MAT and 7 other investment options. Several of the Lifepath funds now have positive 5yr Sharpe ratios

Baxter International 401k (IIP) PSDS Scan 12-31-2009

This plan was the top 401k plan scanned in 2008 and company stock BAX continued to do well in 2009. The Balanced portfolio this year invested 28.5% of the plan in the stock and the employee portfolio

Chevron 401k (ESIP) Plan PSDS Scan 12-31-2009

This plan was one of the 2008 top 401k plans and was again helped by company stock CVX. The Balanced portfolio invested 9.2% of the plan in company stock and its largest holding was the Vanguard GNMA