Thursday, December 10, 2009

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

















This small plan was helped by company stock AON but has no stable value fund. The SSgA government short term investment fund was represented by SIGVX in the scan. The Balanced portfolio has invested 37.8% of the plan in that fund and 15.2% in company stock. The employee portfolio has 17.4% of the portfolio invested in company stock. One of the funds listed in the SEC 11-k report Ned Davis Research Asset Allocation Strategy Fund NDRAX was liquidated in 2006.

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