Monday, January 11, 2010

Republic Services 401k Plan PSDS Scan 11-30-2009





This plan was helped by company stock and the 2009 market rebound. Even so the Balanced portfolio invested 58.4% of the plan in the retirement preservation trust GIC.ekx in the scan.
The employee portfolio also had the GIC as their largest holding at 22.2% and company stock RSG was 13.5% of their portfolio. A bit more than the 10% cap on company stock I think prudent. The Merrill Lynch trust funds were represented by the catagory index they track.

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