Tuesday, November 25, 2014

Pepco Holdings 401k Plan PSDS Scan 12-31-2013

The merger of Exelon and Pepco Holdings was approved by FERC on Nov 21, 2014.



Thursday, November 20, 2014

Legg Mason. Inc. 401k Plan PSDS Scan 12-31-2013

Effective Jan 1, 2014 the Plan trustee LMIC resigned and was succeded by Bank of America Merill Lynch and the Plan renamed The Legg Mason 401k Plan. The SEC 11-k report was hard to parse into an employee portfolio and a uniform portfolio was used in the PSDS scan.



Friday, November 14, 2014

Westinghouse Air Brake Technologies 401k PSDS Scan 12-31-2013

This company 401k Plan was last years Top 401k Plan posted on this blog. The stock continues to boost the Plan's performance and I do own this stock.



Wednesday, November 5, 2014

A US government 401k Plan PSDS Scan 12-31-2013

This US Government TSP 401k portfolio has 7 fund options and is part of a study I am doing to show that very similar 7 fund portfolios can be designed using other funds.

Thanks to a little help from Morningstar I found a Fund G proxy (VFISX) and one for Fidelity (FSBAX) but I have not yet found one for T. Rowe.

PLEASE NOTE THIS IS A WORK IN PROGRESS AND CHANGES CAN HAPPEN