INTEL Corp. 401k Plan PSDS Scan 12-31-2014

Rogers Corp. 401k Plan PSDS Scan 12-31-2014

GE Aviation 401k Plan PSDS Scan 12-31-2014

A Family Trust Portfolio Design PSDS Scan 12-31-2014

I am still working on this portfolio and small changes were made as this next chart shows.

Edison International 401k Plan PSDS Scan 12-31-2014

Costco Wholesale 401k Plan PSDS Scan 12-31-2014

The Costco 401k Plan Trustee is now T.Rowe Price and the new Capital Preservation Portfolio replaces the old Stable Value Fund. It only has one year of Morningstar data. 

In the design scan it is represented by FUNDG the U.S. Government 401k Plan stable value fund which is very similar and has market performance data for over 10 years. 

A Stanton & Castleton IRA Portfolio Scan 12-31-2014

Science Applications Intl. Corp. 401k PSDS Scan 12-31-2014

Effective September 27, 2013 the board of directors approved the separation of SAIC, Inc. into separate, independent, publicly traded companies. As a result the company stock in the 401k Plan no longer has 5yr market data and is not in this PSDS scan.

Also, Vanguard is now the Plan trustee and Vanguard mutual funds are the largest SAIC shareholder. Interesting.  

Packaging Corp of America 401k PSDS Scan 12-31-2014

Boeing 401k 5% Portfolio PSDS Scan 12-31-2014

This scan only has the Boeing 401k options that have 5% or more of the Plan assets as reported in the SEC 11-k report.

Chubb Corp. 401k Plan PSDS Scan 12-31-2014

In the scan the 401k Plan 5 stable value funds are represented by VRST the Vanguard Retirement Savings Trust.

A Four Option Portfolio PSDS Scan 12-31-2014

I thought this chart might cheer up others on a cold winter day, it is the best four option portfolio I have seen in a very long time and I do own three of the options.

Westinghouse Air Brake 401k Plan PSDS Scan 12-31-2014

Perrigo Co. 401k Plan PSDS Scan 12-31-2014

This company moved its headquarters to Ireland last year and this is the first SEC 11k report for Perrigo plc 401k. 

Sherwin-Williams 401k Plan PSDS Scan 12-31-2014

After looking at this company 401k Plan the last two years I finally bought some SHW stock last year.  The employees still have 74% of their 401k money in the stock and it continues to out perform as it has for many years since it was founded in 1866. 

A ReBalanced IRA PSDS Scan 12-31-2014

This post is a re-balance study of an IRA for the next generation.

  

A Vanguard TSP Portfolio PSDS Scan 12-31-2014

McDonalds Corp. 401k Plan PSDS Scan 12-31-2014