TD AMERITRADE 401k (PSPT) PSDS Scan 12-31-2009

This plan was helped by company stock AMTD which is an Omaha based invesment services company. The Balanced portfolio invested 5.9% of the plan in AMTD and the largest holding is a money market fund VMRXX. The employee portfolio invested 24.7% of the plan in company stock which has a 5yr APR = 13.3% and a positive 5yr Sharpe ratio of 0.279. The plan is of special interest because they are a financial services company that has many IRA customers.