Wednesday, September 24, 2014

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.



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