Walmart 401k Plan

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

Great
Average Cost

0.32%

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

Your Age:

Risk Tolerance:

Low
High

Account Balance:

 
$ 700

Annual Fees

VS.
$ 800

Average Fees

Recommended Investment Option % of 401(k)
LARGE CAP VALUE EQUITY FUND 11%
MYRETIREMENT 2045 FUND 6%
BLACKROCK RUSSELL 1000 INDX TR 20%
JPMORGAN SHORT TERM BOND TRUST 13%
INTERNATIONAL EQUITY FUND 40%
BLACKROCK RUSSELL 2000 INDX TR 10%
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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 26 plan options with an average expense ratio of 0.32%. 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 0.04%
ZBGRNT BLACKROCK RUSSELL 2000 INDX TR 0.07%
WMTX1 BOND FUND 0.30%
WMTX2 INTERNATIONAL EQUITY FUND 0.47%
ZDBCFT JPMORGAN SHORT TERM BOND TRUST 0.20%
- LARGE CAP EQUITY FUND-401(k) 0.15%
- LARGE CAP EQUITY FUND-Company Contributions 0.15%
WMTX5 LARGE CAP GROWTH EQUITY FUND 0.55%
WMTX4 LARGE CAP VALUE EQUITY FUND 0.29%
WMU05 MYRETIREMENT 2005 FUND 0.30%
WMU10 MYRETIREMENT 2010 FUND 0.31%
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%
WMUXX MYRETIREMENT FUND-Company Contributions 0.65%
WMTX6 SMALL MID CAP GROWTH EQUITY FD-401(k) 0.61%
WMTX3 SMALL MID CAP VALUE FUND 0.75%
BUSCT TBC SMID CAP GROWTH TRUST 0.60%
WMT WAL MART STORES INC 0.00%

Last updated on 06/11/2013

Additional Plan Information

Wal Mart Profit Sharing And 401(K) Plan 1052751 $14,923,264,000.00 2010
Plan Name Plan Participants Total Assets in Plan Filing Year
Wal Mart Stores, Inc. 710415188 003
Sponsor Name Sponsor EIN Sponsor Plan Number

Listed Benefits for Wal Mart Profit Sharing And 401(K) Plan

Code Benefit Explanation
2E Profit-sharing. -
2F ERISA section 404(c) plan This plan, or any part of it, is intended to meet the conditions of 29 CFR 2550.404c-1.
2G Total participant-directed account plan Participants 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.
2J 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.
2O ESOP other than a leveraged ESOP. -
2T Total or partial participant-directed account plan Plan uses default investment account for participants who fail to direct assets in their account.
3H 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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