Friday, September 11, 2009

Wachovia 401k (SP) Plan PSDS Scan 12/31/2008

















This plan will be converted to the Wells Fargo 401k plan on 12/31/2009. The Wachovia plan did not have a stable value or a stable return fund and as the Balanced portfolio shows the plan was more agressive than most with 39.3% in an emerging market fund LZEMX. There is no emerging market fund in the Wells Fargo plan. In the scan VBIIX is a proxy for FIBIX where the employees had a lot of their money. It did not have 5yr data as of 12/31/2008 but it does now.

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