Williams-Sonoma, Inc. 401(K) Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Schwab Target 2025 Fund	SWHRX	C	U.S. All Cap	11	0.74%
Schwab Target 2030 Fund	SWDRX	C	U.S. All Cap	13	0.77%
Schwab Target 2035 Fund	SWIRX	C	U.S. All Cap	15	0.82%
Schwab Target 2040 Fund	SWERX	C	U.S. All Cap	16	0.84%
Schwab Target 2045 Fund	SWMRX	C	U.S. All Cap	17	0.48%
Schwab Target 2050 Fund	SWNRX	C	U.S. All Cap	18	0.52%
Schwab Target 2055 Fund	SWORX	C	U.S. All Cap	19	0.47%
Schwab Target 2060	swprx	C	U.S. All Cap	19	0%
State Street Global All-Cap Equity U.S. Index		B	U.S. All Cap	20	0.61%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	21	0.09%
Schwab Target Income Fund		C	U.S. All Cap	7	0.55%
Schwab Target 2015 Fund	SWGRX	C	U.S. All Cap	8	0%
Schwab Target 2020 Fund	SWCRX	C	U.S. All Cap	8	0.68%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Growth Fund	TRLGX	A--	U.S. Large Cap - Growth	24	0.56%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A+	U.S. Small Cap - Growth	27	0.1%
Williams-Sonoma, Inc.	WSM	A+	U.S. Small Cap - Growth	54	0%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
Global & Intl. Equity
The Hartford International Opportunities Fund Class I	IHOIX	A-	International Large Cap - Growth	19	0.9%
Bonds
Galliard Retirement Income		C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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