MyPlanIQ 401k Investor WILLIAMS-SONOMA, INC. 401(k) PLAN

WILLIAMS-SONOMA, INC. 401(k) PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Others
Target Date 2026-2030 STLDX Blackrock Lifepath 2030 Fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Retirement Income STLAX Blackrock Lifepath Retirement Fund
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Class Fund
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 1
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE GROWTH RGAEX Growth Fund of America R4
SMALL VALUE ARTVX Artisan Small Cap Fund
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund
Others
Target Date 2026-2030 STLDX Blackrock Lifepath 2030 Fund
Moderate Allocation DODBX Dodge & Cox Balanced Fund
Retirement Income STLAX Blackrock Lifepath Retirement Fund
Target Date 2036-2040 STLEX Blackrock Lifepath 2040 Fund
Target Date 2016-2020 STLCX Blackrock Lifepath 2020 Fund
ROOT ISLCX Schwab S&P 500 Select SHS1
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Class Fund
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 1
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund
LARGE GROWTH RGAEX Growth Fund of America R4
SMALL VALUE ARTVX Artisan Small Cap Fund
Total Available Funds: 12
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Value AAIPX American Beacon International Equity Fund 98% 3 60 0 1.97% 2.74%
Others
Target Date 2026-2030 STLDX Blackrock Lifepath 2030 Fund 94% 3 60 0 0.34% 3.1%
Moderate Allocation DODBX Dodge & Cox Balanced Fund 93% 3 60 0 0.42% 2.56%
Retirement Income STLAX Blackrock Lifepath Retirement Fund 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX Blackrock Lifepath 2040 Fund 92% 3 60 0 1.04% 3.18%
Target Date 2016-2020 STLCX Blackrock Lifepath 2020 Fund 0% 3 60 0 0.67% 1.74%
ROOT ISLCX Schwab S&P 500 Select SHS1 0% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Admin Class Fund 66% 3 60 0 0.8% 4.94%
SHORT GOVERNMENT STABLEVALUE Schwab Stable Value Fund 1 16% 3 60 0 NA 27.03%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock Fund 93% 3 60 0 0.52% 4.95%
LARGE GROWTH RGAEX Growth Fund of America R4 39% 3 60 0 0.3% 0%
SMALL VALUE ARTVX Artisan Small Cap Fund 0% 3 60 0 1.2% 0%
Average Expense Ratio: 0.81%
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Related Retirement Plans
WILLIAMS-SONOMA, INC. 401(K) PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 6.4% 23.1% 10.4% 10.7% 7.2% 8.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:WSM)
The plan consists of 13 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.
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