Monday, August 25, 2014

Royal Bank of Canada USA 401k PSDS Scan 12-31-2013

This 401k will get you to retirement but the ride will be very bumpy; it is not well diversified with a PDR = 0.04.



Friday, August 15, 2014

Mohawk Carpet 401k Plan PSDS Scan 12-31-2013

The last 5 years have been good for most 401k Plans including the  Mohawk Carpet 401k that is better diversified than most.



Thursday, August 7, 2014

Archer-Daniels-Midland 401k Plan PSDS Scan 12-31-2013

This company changed Trustees and Record Keepers in April 2013 to Mercer. The SEC 11-k report now only provides investment data at the category level and I selected the following options for the scan.

Company stock          ADM
Mutual Funds              AEPGX, ARTQX, DODGX, PTTRX, RYTRX, VFINX
Target Date Funds     VTINX, VTXVX
Stable Value Funds   WFSVF (Galliard)