Tuesday, December 29, 2009

Alberto Culver 401k (PSP) Plan PSDS Scan 12/31/2008




A good plan that was helped by company stock ACV. The Balanced portfolio had 9.5% of the plan in the stock and the employee portfolio had 12% invested in the stock. The Vanguard target retirement funds without 5yr data were represented by the same year Wells Fargo funds.
The plan is well diversified and has a Wells Fargo stable return fund where the Balanced portfolio invested 79.5% of the plan.

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