This scan is only for investments that are 5% or more of Plan assets.
Friday, July 31, 2015
Thursday, July 30, 2015
Wednesday, July 29, 2015
Tuesday, July 28, 2015
JP Morgan Chase 401k Plan PSDS Scan 12-31-2014
In 2011 this 401k Plan simplified its menu and improved Plan portfolio diversification.
Monday, July 27, 2015
Friday, July 24, 2015
Tuesday, July 21, 2015
Monday, July 20, 2015
Friday, July 17, 2015
Thursday, July 16, 2015
Wednesday, July 15, 2015
Comcast Corp. 401k Plan PSDS Scan 12-31-2014
This scan portfolio includes only investments that are 5% or more of the Plan and company stock.
Tuesday, July 14, 2015
Monday, July 13, 2015
Friday, July 10, 2015
W.R. Berkley 401k Plan PSDS Scan 12-31-2014
This scan includes only the investment options that are 5% or more of Plan assets.
Thursday, July 9, 2015
AT&T Bellsouth 401k Plan PSDS Scan 12-31-2014
The portfolio in this scan includes only investments representing 5% or more of Plan assets.
Wednesday, July 8, 2015
Tuesday, July 7, 2015
The Southern Company 401k Plan PSDS Scan 12-31-2014
The Southern Company 401k Plans is small and very well diversified with a PDR = 1.0 and that impressed me.
If you eliminate the money market fund MUCXX and the EAFE Equity Index Fund MDIIX the remaining 4 funds are still well diversified PDR = 1.0 and have better returns.
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