Monday, June 15, 2009

Becton, Dickinson & Co. 401k (SIP) PSDS Scan 12/31/2008


















Another plan helped by company stock, DBX, and the Balanced portfolio has 41.3% invested in the stock. The Employee portfolio and Balanced portfolio are closer than most I have seen. The plan has no stable value fund, only a short-term investment fund represented by SHY in the scan. The plan trustee is State Street Bank & Trust and the employee portfolio is as of 6/30/2008. The State Street S&P MidCap Index Fund is represented by VIMSX which has 5yr data.

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