Monday, January 31, 2011
Boeing 401k (VIP) New Plan PSDS Scan 12-31-2010
The new Boeing 401k (VIP) plan is a tale of two centuries. The Master Trust makes pension payments to the many retired employees like myself from the last century from large common collective trusts and stable value investments. The Plan now also holds the 401k investments of current employees and has a new investment fund lineup of mostly lifecycle funds and mutual funds with compaatively little money in these new options today. The scan is focused on the new 401k (VIP) investment lineup.
Company Stock BA
Lifecycle Retirement Fund L-INCOME ( US Gov TSP proxy)
Lifecycle 2020 Fund L2020 (US Gov TSP proxy)
Lifecycle 2030 Fund L2030 " "
Lifecycle 2040 Fund L2040 " "
Bond Market Index Fund SSBMX
S&P 500 Index Fund SVSPX
International Index Fund EFA (proxy)
Russell 2000 Index Fund IWM
Stable Value Fund FUNDG (US Gov GFUND proxy)
Short Term Investment STIF
Global Bond Fund (new) TPINX ( PSAIX proxy)
Diversified Real Asset (new) FNARX (proxy)
US Large Companies Fund IWD
Global Equity Fund (new) WGEF ( Wellington SMA fund )
International Companies Fund OSMAX ( proxy )
US Small/Mid Companies Fund REBSX
Science & Technologies Fund WSTAX ( proxy )
Many of the new investment options do not yet have 5yr Market Data and are represented in the scan by proxies that do and are the index they track or the corresponding US Gov 401 (TSP) plan fund or a similar fund. The Balanced portfolio for the new 401k (VIP) lineup looks good to me.
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