This is a very good small plan helped by company stock YUM and the Balanced portfolio has 10% invested in the stock. The plan has 6 common trusts, a government STIF, and YUM. In the scan these are representd by ETFs,
Stable Value Fund - FUNDG (US Gov 401k stable value fund)
Large Company Index Fund - SPY
Bond Market Index Fund - AGG
Bond Market Index Fund - AGG
Mid-Sized Company Index Fund - IJH
Small Company Index Fund - IWM
Government STIF - SHY (BILL does not have 5yr data)
The employee portfolio has 45.9% invested in company stock, way too much for a retiree.
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