Thursday, January 19, 2012

ONEOK, Inc. 401k (TP) Plan PSDS Scan 12-31-2011



The ONEOK 401k Plan Balanced portfolio invested 8.95% of that portfolio in company stock OKE. This is a US natural gas company operating in the Midwest mostly. The employee portfolio invested 42.8% of Plan in the stock, too much for a retiree but it continues to do well. The 401k Plan has few investment options but they include PTTRX and a stable value fund that are over 80% of the Balanced portfolio. This is a small plan helped by a very good company stock the last 5 years.

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