Saturday, January 23, 2010

H&R Block 401k (RSP) Plan PSDS Scan 12-31-2009





The H&R Block plan was last scanned 6-15-2009 with 12-31-2008 market data. This 12-31-2009 scan Balanced portfolio with 12-31-2009 market data has improved year over year and has an APR = 5.10% and there are now 10 funds in the portfolio instead of only 3. The stable value fund SVF.hpx in the scan has 56.1% of the portfolio but the employee portfolio has VWELX as its largest holding.

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