The Best Funds to Buy in your Wal-Mart Profit Sharing and 401(k) Plan*
FutureAdvisor's Analysis of the Wal-Mart Profit Sharing and 401(k) Plan
The Walmart 401k Plan is a defined contribution plan sponsored by Wal-Mart Stores, Inc. and held at Merrill Lynch Benefits Online - Investments.
FutureAdvisor rates this plan 4 out of 5 stars, based on its 21 plan options
with an average expense ratio of 0.29%. This plan is among the top 16% of all reviewed plans in terms of cost,
and is one of the better plans in the Other General Merchandise Stores industry.
With $14,923,264,000 in assets and serving 1,052,751 participants, the Walmart 401k Plan is among the top
10% largest plans reviewed by participant count, and top 10% largest plans reviewed by assets,
with an average participant balance of $14,175.
Plan options for the Wal-Mart Profit Sharing and 401(k) Plan:
||BLACKROCK MONEY MARKET TRUST
||BLACKROCK RUSSELL 1000 INDX TR
||BLACKROCK RUSSELL 2000 INDX TR
||INTERNATIONAL EQUITY FUND
||JPMORGAN SHORT TERM BOND TRUST
||LARGE CAP EQUITY FUND
||MYRETIREMENT 2015 FUND
||MYRETIREMENT 2020 FUND
||MYRETIREMENT 2025 FUND
||MYRETIREMENT 2030 FUND
||MYRETIREMENT 2035 FUND
||MYRETIREMENT 2040 FUND
||MYRETIREMENT 2045 FUND
||MYRETIREMENT 2050 FUND
||MYRETIREMENT 2055 FUND
||MYRETIREMENT 2060 FUND
||REAL ASSETS FUND
||SMALL MID CAP EQUITY FUND
||WAL MART STORES INC
|Wal Mart Profit Sharing And 401(K) Plan
||Total Assets in Plan
|Wal Mart Stores, Inc.
||Sponsor Plan Number
||ERISA section 404(c) plan
||This plan, or any part of it,
is intended to meet the conditions of 29 CFR 2550.404c-1.
||Total participant-directed account plan
have the opportunity to direct the investment of all the
assets allocated to their individual accounts, regardless
of whether 29 CFR 2550.404c-1 is intended to be met.
||Code section 401(k) feature
||A cash or deferred
arrangement described in Code section 401(k) that is
part of a qualified defined contribution plan that provides
for an election by employees to defer part of their
compensation or receive these amounts in cash.
||ESOP other than a leveraged ESOP.
||Total or partial participant-directed account plan
uses default investment account for participants who fail
to direct assets in their account.
||Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
FutureAdvisor is not associated with the plan sponsor, administrator, recordkeeper, or advisor. Any requests or questions regarding this plan should be directed to the plan administrator.
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