The NewMarket 401k Plan continues to be helped by company stock NEU which is very volatile. This year the SEC 11-k report shows a second stock ALB in the Plan and there were a few other changes from last year. In the scan the stable value fund is VRST5 and it is the largest holding in the Balanced portfolio. Company stock NEU is the largest holding in the employee portfolio and the stable value fund is second largest. A good 401k Plan and a good but very volatile company stock. Keep in mind volatility kills compounding.
No comments:
Post a Comment