Wednesday, September 16, 2009

Merrill Lynch 401k (SIP) Plan PSDS Scan 12/31/2008





















Merrill Lynch like Wachovia became part of the Bank of America 1/1/2009. The only immediate change in the plan was the change in company stock. I suggest reading the last SEC 11-k report which discusses valuation issues with certain trust investments. The scan includes the 47 mutual funds in the plan which are mostly Blackrock funds. The Balanced portfolio has about half the money in the Blackrock money market fund.

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