This plan was helped by company stock SRE but not as much as last year. It also has added a few new options and has a Brokerage Account Option called TradeLink Plus with interesting rules. A paricipant cannot put more than 10% of their assets in the TradeLink option and cannot buy company stock in that account according to the SEC 11k report. Interesting. The Balanced portfolio returns are a bit lower mostly because company stock this year only had a 5yr APR = 5.90%. The new mutual fund options come from Vanguard, Fidelity and T. Rowe Price. Some are identified in the top 5% asset allocation data and others are my selections for the catogories.
Mutual Funds
Domestic stock funds VINIX, FBUSF, OTCFX
Balanced funds FBALX, VBAIX, TRPBX
Bond funds VBMFX, PRWBX, FNMIX Other FDIVX, VIPSX, PRNEX
All in all a good plan with interesting new options added to the stable value find SVF.hpx in the scan, the money market fund PRRXX and company stock. The employee portfolio in the scan is for the San Diego Gas & Electric Company one of several energy companies owned by Sempra.
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