Wednesday, December 5, 2012

Ingersoll-Rand Co. 401k (ESP) PSDS Scan 12-31-2011





The Ingersoll-Rand SEC 11-k report provides data only at the category level. The Plan Trustee is Fidelity and I used Fidelity funds for Plan categories mostly. Company stock IR has a negative 5yr performance and is very volatile. The Balanced Portfolio by rule has no money in IR but the employee portfolio has a lot of money in company stock.

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