Monthly Archive:: January 2011

Boeing 401k (VIP) New Plan PSDS Scan 12-31-2010

The new Boeing 401k (VIP) plan is a tale of two centuries. The Master Trust makes pension payments to the many retired employees like myself from the last century from large common collective trusts and stable value

Stanley Black & Decker 401k Plan PSDS Scan 12-31-2010

A lot has happened since the last scan in 2008. Stanley is now Stanley Black & Decker and the Balanced portfolio has a bit more volatility risk but a higher 5yr APR = 5.10%. Company stock SWK

General Mills 401k (PCRA) Plan PSDS Scan 12-31-2010

The Balanced portfolio this years is down a liitle compared to 2009 as was company stock GIS. The two largest holdings are a government GNMA securities fund SWGSX at 45.2% and company stock at 16.0%. No information

Occidental Petroleum 401k (SP) PSDS Scan 12-31-2010

The OXY plan Balanced portfolio this year has all 8 invetment options. The largest holding by far is the GIC with only 6.8% invested in company stock which has a 5yr APR = 21.5% and a 10yr

Northrop Grumman 401k (FSSP) Plan PSDS Scan 12-31-2010

Not much has changed since the 12-31-2009 scan. The stable value fund NGSVF and fixed income fund NGFIF have over 90% of the Balanced portfolio which is slighlty less than last year. The plan is well documented

Bank of New York Mellon 401k Plan PSDS Scan 12-31-2010

The Balanced portfolio performance improved over last year and company stock BK now has a slightly positive 5yr Sharpe ratio which put o.2% of the portfolio in company stock. The employee portfolio invested 2.0% in the stock

State of Utah 401k (URS) Plan PSDS Scan 12-31-2010

The Utah URS plan Balanced portfolio has improved compared to last year and the WSJ in an editorial 1-19-2011 recommeded the other States of the Union consider the Utah Pension Model. The two largest holdings of the

The Ford Motor 401k (SSIP) Plan PSDS Scan 12-31-2010

The Ford plan this year was helped by company stock F which as of 12-31-2010 had a 5yr APR = 17.6% but with very high volatility and a Sharpe ratio of only of 0.094. The Balanced portfolio

Teleflex Inc. 401k (SP) Plan PSDS Scan 12-31-2010

Company stock TFX does not have a positive 5yr return and is not in the Balanced portfolio which is invested in 17 Vanguard funds and RYTRX. The plan trustee is Vanguard. The portfolio’s largest holding is the

Ennis Inc. 401k Plan PSDS Scan 12-31-2010

This plan was not helped by company stock EBF but does have a good Balanced portfolio with 14 of the plan options producing a 5yr APR = 5.28% with a Sharpe ratio of 1.94. The portfolio largest