Monthly Archive:: March 2012

Red Hat 401k Plan PSDS Scan 12-31-2011

The Red Hat 401k Plan options are mostly from Fidelity the Plan trustee. The Balanced portfolio invested less than 5% of Plan assets in any equity option including company stock RHT. The stock has a nice 5yr APR

Pentair 401k (RSSIP) Plan PSDS Scan 12-31-2011

The Pentair 401k Plan got a boost yesterday when company stock PNR was up over 6% on news of a large acquisition.That does not happen often if ever in most 401k profit sharing plans. In this case the

Praxair 401k (RSP) Plan PSDS Scan 12-31-2011

The Praxair 401k continues to be helped by company stock PX and the Balanced portfolio invested 10.2% of the portfolio in the stock this year. The employee and Balanced portfolio are about the same as last year

Watson Pharmaceuticals 401k Plan PSDS Scan 12-31-2011

On 1-1-2011 Watson Pharmaceuticals made Charles Schwab the 401k Plan trustee and custodian and announced that future contributions would be directed to Schwab Retirement Services. This is described in the SEC 11-k report. At the start of

Oak Ridge 401k (CM) Plan PSDS Scan 12-31-2011

The Oak Ridge National Lab 401k Plan investment options are 4 asset allocation model portfolios consisting of 7 mutual funds provided by Charles Schwab the service provider. In this scan the employee portfolio is the Conservative Model

Range Resources 401k Plan PSDS Scan 12-31-2011

This 401k continues to be helped by company stock RRC and the Balanced portfolio invested 5.4% in the stock which is volatile. The employee portfolio invested 41.3% in the stock. That is too much for a retiree

ConAgra 401k Plan (RISP) PSDS Scan 12-31-2011

The ConAgra 401k has changed little from last year. The Balanced portfolio this year has only 3 investments over 5% of Plan; VIPSX, VBMFX and FRTXX all income investment options. Company stock CAG is 2.0% of that

Goldman Sachs 401k Plan PSDS Scan 12-31-2011

The Goldman Sachs 401k Plan investment options are little changed from last year. Company stock GS has done poorly the last 5 years and is not in the Balanced portfolio. The largest holding in that portfolio and

Healthcare Services Group 401k Plan PSDS Scan 12-31-2011

This 401k Plan has not changed a lot from last year’s scan. Company stock HCSG has a nice 5yr APR of 10.04% and the STD is 22.04%.  I still like this Plan and stock and hope the

H.J. Heinz 401k (ERSP) PSDS Scan 12-31-2011

The Heinz 401k continues to be helped by company stock HNZ but not as much as last year. While it was up in 2011 it was not up as much as in 2006 bringing down the 5yr