Friday, July 31, 2015

Henry Schein 401k Plan PSDS Scan 12-31-2014

This scan is only for investments that are 5% or more of Plan assets.   




                                                                                                                                                           
                                                                                                                                               



Tuesday, July 28, 2015

JP Morgan Chase 401k Plan PSDS Scan 12-31-2014

In 2011 this 401k Plan simplified its menu and improved Plan portfolio diversification.






Thursday, July 16, 2015

My IRA 7-15-2015 Portfolio PSDS Scan 12-31-2014


                                                


Wednesday, July 15, 2015

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

This scan portfolio includes only investments that are 5% or more of the Plan and company stock.






Friday, July 10, 2015

W.R. Berkley 401k Plan PSDS Scan 12-31-2014

This scan includes only the investment options that are 5% or more of Plan assets.




Thursday, July 9, 2015

AT&T Bellsouth 401k Plan PSDS Scan 12-31-2014

The portfolio in this scan includes only investments representing 5% or more of Plan assets.




Tuesday, July 7, 2015

The Southern Company 401k Plan PSDS Scan 12-31-2014

The Southern Company 401k Plans is small and very well diversified with a PDR = 1.0 and that impressed me.





If you eliminate the money market fund MUCXX and the EAFE Equity Index Fund MDIIX the remaining 4 funds are still well diversified PDR = 1.0 and have better returns.