Monthly Archive:: October 2010

Sirius XM Radio 401k (SP) Plan PSDS Scan 12-31-2009

This is a good plan but for a company with a stock, SIRI, that has a 5yr APR = -41.0% and with the highest 5yr STD = 200.81% that I can recall. The Balanced portfolio has a

Barnes Group 401k (RSP) Plan PSDS Scan 12-31-2009

In spite of being volatile company stock B did help this plan and the Balanced portfolio invested 3.8% 0f the plan in the stock. The employee portfolio invested 34.0% of that portfolio in the stock which greatly

Brown Shoe Company 401k (SP) PSDS Scan 12-31-2009

This plan was not helped by company stock BWS which is very volatile. The Balanced portfolio has money in only 4 investment options; the money market fund VMVXX, the bond fund PTTRX, the international fund AEPGX and

CARBO Ceramics 401k (SPSP) PSDS Scan 12-31-2009

This plan was helped a bit by company stock CRR and the Balanced portfolio invested 2.1% of the plan in the stock. The 2 largest holdings of that portfolio were the GIC and the bond fund PTTRX.

Kennametal Inc. 401k (RISP) PSDS Scan 12-31-2009

The Balanced portfolio is another lifeboat portfolio with the 3 largest holdings being the stable value fund SVF.hpx in the scan and the two bond funds PTTRX and VBMFX. The employee portfolio has as its 3 largest

Assurant Inc. 401k Plan PSDS Scan 12-31-2009

This plan was not helped by company stock AIZ which has a small negative 5yr APR = -0.34%. The Balanced portfolio has over 70% of the plan invested in the money market fund VMVXX and the bond

Granite Construction 401k (PS) PSDS Scan 12-31-2009

The constructon industry was double digit down in 2009 and that included the company stock for Granite Construction GVA in this 401k plan. Last year the Balanced portfolio had 22.9% of the portfolio in GVA and this

Macy’s 401k (PSIP) Plan PSDS Scan 12-31-2009

Macy’s began in 1858 and has grown to include many retail companies. The plan trustee is JP Morgan Chase and I tried to use their funds for the investment catagories in the SEC 11-k report as available.

DeVry 401k (SSRP) Plan PSDS Scan 12-31-2009

The Balanced portfolio is very similar to last year with a few Target Date funds added. The plan was helped by company stock DV which has a 5yr APR = 26.96% and a Sharpe ratio of 0.70.

Capital One Financial 401k (ASP) PSDS Scan 12-31-2009

This plan has several very good investment options but company stock COF is not one of them. The Balanced portfolio has improved year-over-year with the market and now has 6 investment options in the portfolio producing a