You Own Wall Street › Employer plans › Ameris Bancorp
Ameris Bancorp 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard 500 Index Fund is the largest fund in the Ameris Bancorp plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Ameris Bancorp 401(k) match and balances, from the filing
- Company money in
- about $2,640 per active participant
- $7m in plan year 2024
- Employees saved
- about $7,620 each
- $20m in plan year 2024
- Average balance
- $90,400
- 3,260 people with a balance
- In the plan
- $295m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 2,689 active participants, including anyone who did not contribute. The filing reports dollars, not the match formula; the plan’s summary plan description states the formula.
SourceThe plan’s annual report to the Department of Labor — Form 5500, Schedule H, plan year 2024 · filed by AMERIS BANCORP as “AMERIS BANCORP 401(K) PROFIT SHARING PLAN” · EIN 581456434, plan number 002 · search the filings
These are the funds in the Ameris Bancorp retirement plan whose voting records we can trace, taken from the plan’s own annual filing. The figures show what each one did with shareholder proposals.
SourceThe fund menu is the list of investments in Ameris Bancorp’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard 500 Index Fund listed as “VANGUARD GROUP - VANGUARD 500 INDEX ADMIRAL FD” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| MML VIP Loomis Sayles Large Cap Growth Fund listed as “JP MORGAN INVESTMENT MGMT INC JP MORGAN LARGE CAP GROWTH R6 FD” | 0 of 15 | 0 of 6 | 0 of 1 | 92.9% |
| Putnam Large Cap Value Fund listed as “PUTNAM INVESTMENTS - PUTNAM LARGE CAP VALUE R6 FUND” | 1 of 21 | 0 of 5 | 0 of 1 | 96.4% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “VANGUARD GROUP - VANGUARD MID CAP INDEX ADM FD” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Morningstar Small-Cap Index Fund listed as “VANGUARD GROUP - VANGUARD SM CAP INDEX ADM FUND” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Vanguard Developed Markets Index Fund listed as “VANGUARD GROUP - VANGUARD DEV MKTS INDEX ADM FD” | 0 of 95 | 0 of 10 | 0 of 4 | 85.2% |
| MML VIP T. Rowe Price Mid Cap Growth Fund listed as “JP MORGAN INVESTMENT MGMT INC JP MORGAN MID CAP GROWTH R6 FD” | 0 of 1 | — | — | 93.5% |
| MFS International Growth Fund listed as “MFS INVESTMENT MANAGEMENT - MFS INTERNATIONAL GROWTH R6 FUND” | 0 of 1 | — | — | 92.3% |
| MML VIP American Century Mid Cap Value Fund listed as “AMERICAN CENTURY INVESTMENT MANAGEMENT - AMERICAN CENTURY MID-CAP VAL R6” | 0 of 5 | — | 0 of 1 | 97.6% |
What this means for you
Most people are in whichever fund their plan made the default, and never look again. The figures above are the part nobody shows you when you pick: not the fee, not last year's return, but what the fund did with the shares your savings paid for.
Vote the full deck for this plan’s fund →
Other employer plans
The largest employer plans on the site, and a few more. Each page shows what the plan’s funds did with the shares its savers paid for.