Walmart 401k Plan

Sponsored by Wal-Mart Stores, Inc.
At Merrill Lynch Benefits Online - Investments

Great
Average Cost

0.29%

The Best Funds to Buy in your Wal-Mart Profit Sharing and 401(k) Plan*

Your Age:

Risk Tolerance:

Low
High

Account Balance:

$ 251

Annual Fees

VS.
$ 290

Average Fees

Recommended Investment Option % of 401(k)
BLACKROCK RUSSELL 1000 INDX TR-BLACKROCK RUSSELL 1000 INDX TR 38%
JPMORGAN SHORT TERM BOND TRUST-JPMORGAN SHORT TERM BOND TRUST 16%
INTERNATIONAL EQUITY FUND-INTERNATIONAL EQUITY FUND 43%
BLACKROCK RUSSELL 2000 INDX TR-BLACKROCK RUSSELL 2000 INDX TR 3%

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:

Plan Symbol Investment Option Expense Ratio
BGMMT BLACKROCK MONEY MARKET TRUST 0.12%
ZBGRIT BLACKROCK RUSSELL 1000 INDX TR-BLACKROCK RUSSELL 1000 INDX TR 0.04%
ZBGRNT BLACKROCK RUSSELL 2000 INDX TR-BLACKROCK RUSSELL 2000 INDX TR 0.07%
WMTX1 BOND FUND 0.30%
WMTX2 INTERNATIONAL EQUITY FUND-INTERNATIONAL EQUITY FUND 0.47%
ZDBCFT JPMORGAN SHORT TERM BOND TRUST-JPMORGAN SHORT TERM BOND TRUST 0.20%
- LARGE CAP EQUITY FUND-LARGE CAP EQUITY FUND 0.15%
WMU15 MYRETIREMENT 2015 FUND 0.31%
WMU20 MYRETIREMENT 2020 FUND 0.31%
WMU25 MYRETIREMENT 2025 FUND 0.31%
WMU30 MYRETIREMENT 2030 FUND 0.32%
WMU35 MYRETIREMENT 2035 FUND 0.32%
WMU40 MYRETIREMENT 2040 FUND 0.31%
WMU45 MYRETIREMENT 2045 FUND 0.31%
WMU50 MYRETIREMENT 2050 FUND 0.31%
WMU55 MYRETIREMENT 2055 FUND 0.32%
- MYRETIREMENT 2060 FUND 0.34%
WMU10 MYRETIREMENT FUND 0.31%
- REAL ASSETS FUND 0.61%
- SMALL MID CAP EQUITY FUND 0.69%
WMT WAL MART STORES INC 0.00%

Last updated on 06/11/2013

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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