Altria Group Inc. 401k Plan PSDS Scan 12-31-2013

Each year this 401k Plan is difficult for me to sort out the employee asset allocation and again this year it is on a best efforts basis. That said the 401k Plan this year is much improved over last year's plan.

S&P500 Top20 1957-2012 PSDS Scan 12-31-2013

A 10yr period scan for this all stock portfolio shows it is not as diverse or high performing as the 5yr scan would indicate. No surprise there and it is probably more representative "long run" performance.



Franklin Electric Co. 401k Plan PSDS Scan 12-31-2013

Gray Television Inc. 401k Plan PSDS Scan 12-31-2013

This company was founded in 1897 and is in the Standard & Poor's Capital IQ list of public companies 100 years old or more. It's stock GTN the last five years may be the most volatile 100 year old company stock listed on the NYSE. This is a good week to post their 401k Plan PSDS Scan.

Hewlett-Packard 401k Plan PSDS Scan 12-31-2013

The Hewlett-Packard 401k Plan changed Trustees in January 2013 from Fidelity to the Bank of New York Mellon. The SEC 11-k report this year is a work in progress and the employee participant directed investment options data are complicated to say the least. The scan is my best effort to sort it all out. There are only two investment options in the report with over 5% Plan assets; the Vanguard Prime Cap Fund VPMCX and the Blackrock Russell 1000 Index Fund BRGNX that does not yet have 5yr market data. In the scan BRGNX is IWB.

Quaker Chemical Corp. 401k PSDS Scan 12-31-2013

Canadian National Railway 401k PSDS Scan 12-31-2013

Zoetis, Inc. 401k Plan PSDS Scan 12-31-2013

This is a new company, a spin off from Pfizer I think, and company stock ZTS does not yet have 5yr market data. The 401k Plan holds both ZTS and PFE stock. This year was the first year an SEC 11-k report was posted for Zoetis.

  

A Balanced & Diversified Portfolio PSDS Scan 12-31-2013

This portfolio was designed for yet another TechNote I am writing. It consists of 8 stocks and 6 ETFs. All of the stocks are for companies that have been in business for over 100 yrs each. The oldest Church & Dwight was founded in 1846.

Sempra Energy 401k Plan PSDS Scan 12-31-2013

This is a good 401k Plan but the investment options could be a little better diversified in my opinon.

Automatic Data Processing 401k PSDS Scan 12-31-2103

Target Corp. 401k Plan PSDS Scan 12-31-2013

Health Net Inc. 401k Plan PSDS Scan 12-31-2013

PVH Corp. 401k Plan PSDS Scan 12-31-2013

Tennant Co. 401k Plan PSDS Scan 12-31-2013

Magnetek Inc. 401k Plan PSDS Scan 12-31-2013

This 401k Plan has good investment options but company stock MAG has been a poor invetment the last 5 yrs and is very volatile.

The Charles Schwab 401k Plan PSDS Scan 12-31-2013

This 401k was scanned earlier this year with June 2012 11-k asset allocation data. In this scan June 2013 11-k asset allocation data were used.