As a Sherwin-Williams employee, you may be eligible to participate in Sherwin-Williams 401(k). This page is dedicated to giving you the information you need to make the most of your retirement plan. We will analyze your plan choices and provide objective, unbiased and professional advice.
- Our advice is highly personalized and confidential.
- Balser Wealth Management, LLC operates completely independent of your employer and acts solely in the best interests of our clients who participate in Sherwin-Williams’s retirement plan.
- We designed our active management strategy to avoid large losses and participate in rising markets.
- We do not apply cookie-cutter asset allocation recommendations; we adapt to changing market conditions.
Current Sherwin-Williams 401(k) Investment Options
According to our records, these are Sherwin-Williams’s current plan investment options. If any of the options have changed and aren’t reflected here, please let us know. Send additions or deletions by emailing sherwin@balserwealth.com. |
Investment |
Symbol |
Growth Fund of America |
AGTHX |
Fidelity Contra |
FCNTX |
Fidelity Equity Income |
FEQIX |
Spartan US Equity |
FUSEX |
Victory Inst Diversified Strat |
VDSIX |
Fidelity Mid Cap Stock |
FMCSX\ |
Fidelity Low Price Stock |
FLPSX |
Mutual Shares |
MUTHX |
Lord Abbett Small Cap Value I |
LRSYX |
Managers Special Equity |
MGSEX |
Fidelity Diversified International |
FDIVX |
Fidelity Puritan |
FPURX |
Fidelity Managed Income Portfolio II |
FEQTX |
Fidelity Inflation Protected Bond |
FINPX |
Fidelity Institutional Short INT Government |
FSHBX |
Fidelity US Bond Index |
FBIDX |
Pimco Low Duration Instl |
PTLDX |
Fidelity Retirement Government Monet Market |
FGMXX |
PYR ACT LFC 2000 CP |
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PYR ACT LFC 2005 CP |
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PYR ACT LFC 2010 CP |
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PYR ACT LFC 2015 CP |
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PYR ACT LFC 2020 CP |
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PYR ACT LFC 2025 CP |
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PYR ACT LFC 2030 CP |
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PYR ACT LFC 2035 CP |
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PYR ACT LFC 2040 CP |
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PYR ACT LFC 2045 CP |
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PYR ACT LFC 2050 CP |
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Self-Directed Option
In addition to the menu of mutual funds already listed, Sherwin-Williams 401(k) offers a Self-Directed Account option (SDA). A self-directed account is a brokerage account that resides within your employer-sponsored retirement plan. With the SDA, you enjoy the flexibility of greater choices of investments inside your retirement plan (e.g. ETFs, common stocks and a wider variety of mutual funds) and receive ongoing portfolio management by Balser Wealth Management, LLC. By extending your investment options, the SDA may help you better meet your investment objectives.
For a complimentary review and analysis of your current 401(k) investments, simply complete and submit the form below.
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