Wednesday, February 25, 2015

Monday, February 23, 2015

Costco Wholesale 401k Plan PSDS Scan 12-31-2014

The Costco 401k Plan Trustee is now T.Rowe Price and the new Capital Preservation Portfolio replaces the old Stable Value Fund. It only has one year of Morningstar data. 
In the design scan it is represented by FUNDG the U.S. Government 401k Plan stable value fund which is very similar and has market performance data for over 10 years. 





Friday, February 20, 2015

Science Applications Intl. Corp. 401k PSDS Scan 12-31-2014

Effective September 27, 2013 the board of directors approved the separation of SAIC, Inc. into separate, independent, publicly traded companies. As a result the company stock in the 401k Plan no longer has 5yr market data and is not in this PSDS scan.

Also, Vanguard is now the Plan trustee and Vanguard mutual funds are the largest SAIC shareholder. Interesting.  




Wednesday, February 18, 2015

Boeing 401k 5% Portfolio PSDS Scan 12-31-2014

This scan only has the Boeing 401k options that have 5% or more of the Plan assets as reported in the SEC 11-k report.





Tuesday, February 17, 2015

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

In the scan the 401k Plan 5 stable value funds are represented by VRST the Vanguard Retirement Savings Trust.




A Four Option Portfolio PSDS Scan 12-31-2014

I thought this chart might cheer up others on a cold winter day, it is the best four option portfolio I have seen in a very long time and I do own three of the options.




Thursday, February 12, 2015

Perrigo Co. 401k Plan PSDS Scan 12-31-2014

This company moved its headquarters to Ireland last year and this is the first SEC 11k report for Perrigo plc 401k. 




Wednesday, February 11, 2015

Sherwin-Williams 401k Plan PSDS Scan 12-31-2014

After looking at this company 401k Plan the last two years I finally bought some SHW stock last year.  The employees still have 74% of their 401k money in the stock and it continues to out perform as it has for many years since it was founded in 1866. 





Tuesday, February 10, 2015

A ReBalanced IRA PSDS Scan 12-31-2014

This post is a re-balance study of an IRA for the next generation.