Epstein File EFTA01382551: Asset and Targeted (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01382551: Asset and Targeted (DS10)

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Pension plan asset allocation document dated December 28, 2012 and January 26, 2013, detailing target asset allocation ranges by category and long-term rate of return calculations. The document shows funded status of $(4,142) thousand as of December 28, 2012 and $(11,860) thousand as of January 26, 2013, with unrecognized actuarial losses of $9,169 thousand and $17,441 thousand respectively. Asset allocation adjustments were triggered when equity percentages exceeded 60% or dropped below 40%.

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asset targeted

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Excerpt 1

allocation ranges of the Company's plan, by **asset** category: Percentage of Pension Plan Assets as of December 28, January 26, 2013 2013 **Asset** category:

Excerpt 2

The expected long-term rate of return is the weighted average of the target **asset** allocation of each **asset** class.

Excerpt 3

If the equity percentage exceeds 60% or drops below 40%, the **asset** allocation will be adjusted to the target.