401k: Costco

Last Updated:  November, 2009

As a Costco employee, you may be eligible to participate in your company's 401(k) plan.  This page is dedicated to giving you the information you need to make the most of the Costco 401(k) plan.
 
If you find this information helpful, please help us spread the word at Costco.


Our company offers a free initial consultation if you have $200,000 in investable assets or are within 3 years of retirement.  The benefit to you of having an initial consultation with one of our financial advisors is that they can help you make decisions about your entire investment portfolio as well as answer other questions you may have.  The meeting can be held at our office in Seattle or on the phone.  To request a meeting, please click here or call 1-800-423-4893 and ask to speak with Laura Shelton.  If you prefer a prerecorded online workshop, please click here .

According to our records, your current plan options are listed below.  Please let us know if your plan has changed, or if there are additions or deletions to this list be emailing

 Current Investment Options:
  
 American Funds New Perspective  Vanguard Asset Allocation
 Davis New York Venture  T. Rowe Price Spectrum Income
 American Funds Growth Fund of America  T. Rowe Price Stable Value
 Artio International Equity I  12 T. Rowe Price Retirement Funds
 Equity Index Trust Class C  Retirement Income Fund
 T. Rowe Price Stable Value  Costco Stock
 T. Rowe Price Small Cap Stock  

 

 

 Our Costco 401(k) Recommendation:
     Aggressive
Moderate
 Conservative
    %Equity
 100%  60% 40%
     %Bond  0%  40%  60%
 Fund Name:
 Fund Category:        
Equity Index Trust Class C
 Large Cap Blend   25%
 15%
 10%
T. Rowe Price Small Cap Stock
Small Cap Blend
   25%
 15%
 10%
Artio International Equity I
Foreign Large Blend
   50%
 30%
 20%
T. Rowe Price Stable Value
 Short-Term Bond   0%
 40%
 60%

 

 

 

Discover how professional money management can help you. 

Get a Free Consultation from a Merriman financial advisor.

 

 

DISCLAIMER:
This information is provided by Merriman, Inc., a registered investment advisor, and is believed to be from reliable sources, but no guarantee is made as to accuracy or completeness.  The investment securities and strategies discussed are not suitable for all investors. Recommendations are of a general nature, not based on knowledge of any individual's specific needs or circumstances, and there is no intent to provide individual investment advisory, supervisory or management services.  Merriman, Inc. is not an authorized representative of Costco  or of its retirement plans.