Monthly Archive:: October 2015

Citygroup 401k Plan PSDS Scan 12-31-2014

Only investment options marked as 5% of Plan assets in the SEC 401 11-k report are in the scan.

EXXON MOBIL Corp. 401k Plan PSDS Scan 12-31-2014

Nokia Corp. 401k Plan PSDS Scan 12-31-2014

PepsiCo Inc. 401k Plan PSDS Scan 12-31-2014

The Record Keeper and the Trustee this year are Fidelity according to the SEC 11-k Report.  I used Fidelity funds for the Catagory funds in the SEC 11-k Report and WFSVF for the Stable Value fund.

AVISTA Corp. 401k Plan PSDS Scan 12-31-2014

HARSCO Corp. 401k Plan PSDS Scan 12-31-2014

A PSDS 401k Portfolio Design Scan 12-31-2014

I hope to be able to design a 401k Plan every month. This is the first “October”.

Ennis, Inc. 401k Plan PSDS Scan 12-31-2014

The Balanced portfolio and the Employee portfolio are almost exactly the same in this scan. That has never happened before. Interesting.

Barnes Group Inc. 401k Plan PSDS Scan 12-31-2014

A Fantasy Football Portfolio PSDS Scan 12-31-2014

When I played football 60 years ago the same team played offense and defense mostly because it was cheaper.  It’s Monday morning and this portfolio helped get me off the bed and moving ……                                         After Breakfast