Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Williams-Sonoma, Inc. 401(K) Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Schwab Target 2025 FundSWHRXCU.S. All Cap11fund risk0.74%
Schwab Target 2030 FundSWDRXCU.S. All Cap13fund risk0.77%
Schwab Target 2035 FundSWIRXCU.S. All Cap15fund risk0.82%
Schwab Target 2040 FundSWERXCU.S. All Cap16fund risk0.84%
Schwab Target 2045 FundSWMRXCU.S. All Cap17fund risk0.48%
Schwab Target 2050 FundSWNRXCU.S. All Cap18fund risk0.52%
Schwab Target 2055 FundSWORXCU.S. All Cap19fund risk0.47%
Schwab Target 2060swprxCU.S. All Cap19fund risk0%
State Street Global All-Cap Equity U.S. IndexBU.S. All Cap20fund risk0.61%
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap21fund risk0.09%
Schwab Target Income FundCU.S. All Cap7fund risk0.55%
Schwab Target 2015 FundSWGRXCU.S. All Cap8fund risk0%
Schwab Target 2020 FundSWCRXCU.S. All Cap8fund risk0.68%
U.S. Equities - Growth     
T. Rowe Price Institutional Large Cap Growth FundTRLGXA--U.S. Large Cap - Growth24fund risk0.56%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
Williams-Sonoma, Inc.WSMA+U.S. Small Cap - Growth54fund risk0%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Global & Intl. Equity     
The Hartford International Opportunities Fund Class IIHOIXA-International Large Cap - Growth19fund risk0.9%
Bonds     
Galliard Retirement IncomeCU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information