Saturday, June 12, 2010

J.C. Penney 401k (SPSOP) Plan PSDS Scan 12-31-2009




This plan was not helped by company stock JCP but plan perfomance did improve over last year. The Balanced portfolio is still a lifeboat porfolio with 71.4% on the plan in GICs repesented by the index GIC.ekx in the scan but with many more investment options now in the portfolio. The employee portfolio had 11.7% of the portfolio in company stock and had a 5yr APR = 2.32%.

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