Monthly Archive:: April 2011

Core Laboratories 401k (PSRP) Plan PSDS Scan 12-31-2010

This plan was helped by company stock CLB which has double digit 15yr, 10yr, 5yr, 3yr and 1yr total returns according to Morningstar. The Balanced portfolio invested 11.2% of the portfolio in the stock and the employee

Corning 401k (IP) Plan PSDS Scan 12-31-2010

The Corning 401k plan Balanced portfolio has very stable 5yr returns; 2008 4.22%, 2009 4.59% and 2010 4.73% but company stock GLW 5yr returns have been all over the charts. That volatility continues. Last year it was

COCSOL Energy 401k (IPSE) Plan PSDS Scan 12-31-2010

The CONSOL Energy 401k plan Balanced portfolio improved slightly over last year. Company stock CNX helped a little but the 3 largest holdings are still very conservative; the stable value fund SVF.hpx in the scan, and 2

Cerner Corp. 401k (FRP) Plan PSDS Scan 12-31-2010

The Cerner Corp. 401k plan scan caused me to change my point of view literally. I will describe the reasons later in a White Paper. The Balanced portfolio for the Cerner plan continues to be helped by

AmerisourceBergen 401k (EIP) Plan PSDS Scan 12-31-2010

This plan’s company stock ABC and Balanced portfolio have improved over last year with most of the plans investment options in the Balanced portfolio. The portfolio’s 5yr perfomance APR = 6.36% and Sharpe ratio of 1.24 are

Wal-Mart 401k (PS) Plan PSDS Scan 12-31-2010

Since the last scan of the Wal-Mart 401k plan in 2008 several changes were made and the plan has a few more investment options. The Balanced portfolio improved performance to a 5yr APR = 6.29% and invested

Phillip Morris Intl. 401k (DPSP) PSDS Scan 12-31-2010

The Phillip Morris International Company is part of the Altria Group with their own stock PM. They file a seperate SEC 11-k report for their 401k plan which is similar to the Altria Group plan. PM stock

Kroger 401k 401k (SP) Plan PSDS Scan 12-31-2010

The Kroger 401k scan this year does not have the emerging market fund EEM that was in the scan last year. I could not find in the latest SEC 11-k report an investment option other than MALOX

Monsanto 401k (SIP) Plan PSDS Scan 12-31-2010

The Monsanto 401k plan investment fund options are described in Note 1. of the SEC 11-k report and shown here as they appeared in the portfolio design scan. Northern is the plan trustee but the plan has

DeVry Inc. 401k (SSRP) Plan PSDS Scan 12-31-2010

DeVry stock did not have a good year in 2010 and the Balanced portolio only invested 4.6% in the stock this year and the employee portfolio only 8.8%. The 401k plan has good bond and income investment