Tuesday, October 13, 2009

Williams-Sonoma 401k Plan PSDS Scan 12/31/2008

















This plan was hurt by company stock and 2008 more than most. The Balanced portfolio has 93.1% of the plan in the Schwab stable value fund, SVF.hpx in the scan, and the rest in PTTRX. The employee portfolio has over 20% invested in company stock producing a negative 5yr APR of -4.86%. For comparison the national average for 401k plan employee stock is 9.7%.

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