Tuesday, September 13, 2011

Wisconsin Energy 401k (ERSP) Plan PSDS Scan 12-31-2010




The Wisconsin Energy 401k Plan performance improved over last year and continues to be helped by company stock WEC. The Balanced portfolio invested 8.5% of Plan in the stock and the employee portfolio invested 26% of that portfolio in the stock. Their investments greater than 5% of Plan were WEC, FFRHX, FDGRX, MEIJX, FDIVX, FLPSX, FBALX and FUSEX in the scan. Of these only WEC is in the Balanced portfolio investments greater than 5% of Plan. Interesting. The Plan has several good investment options and average performance the last 5 years.

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