Monday, February 28, 2011

IBM 401k Plan PSDS Scan 12-31-2010




The IBM plan Balanced portfolio was helped by company stock IBM and it invested 4.3% of the portfolio in the stock. The employee portfolio invested 6.0% in the stock as shown in the 3D scan image. This plan has 32 investment option catagories listed in the SEC 11-k report and their 401k web site has over 100 investment funds in a spreadsheet like format with employee portfolio tracking tools available. IBM does take care of business. In the scan this year Vanguard funds were used for every catagory with 3 exceptions FIREX, PEBIX and PTTRX. That was to better align the scan with the 11-k report and it was less personal than last years scan.

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