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Avista 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard Institutional Index Fund is the largest fund in the Avista plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Avista 401(k) match and balances, from the filing
- Company money in
- about $7,980 per active participant
- $16m in plan year 2024
- Employees saved
- about $12,740 each
- $25m in plan year 2024
- Average balance
- $318,800
- 2,646 people with a balance
- In the plan
- $843m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,994 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 AVISTA CORPORATION as “INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA” · EIN 910462470, plan number 003 · search the filings
These are the funds in the Avista 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 Avista’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard Wellington Fund listed as “Vanguard Wellington Fund Admiral Shares” | 1 of 29 | 2 of 8 | 0 of 2 | 88.3% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total Int'l Stock Idx” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Vanguard Morningstar Mid-Cap Index Fund listed as “Vanguard Mid-Cap Index Fund Instl Shares” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Morningstar Small-Cap Growth Index Fund listed as “Vanguard Sm-Cap Growth Index” | 0 of 3 | — | — | 94.6% |
| T. Rowe Price Large-Cap Value Fund listed as “T. Rowe Price Inst'l Large Cap Value Fd C” | 0 of 20 | 0 of 8 | 0 of 1 | 98.2% |
| Vanguard Morningstar Small-Cap Value Index Fund listed as “Vanguard Sm-Cap Value Index” | 0 of 14 | 0 of 2 | 0 of 3 | 97.8% |
| Vanguard International Growth Fund listed as “Vanguard Intl Growth Fund Admiral Shares” | 0 of 6 | 0 of 3 | — | 91.4% |
| Transamerica International Equity listed as “Transamerica International Equity R6” | 0 of 4 | — | — | 86.7% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund listed as “T. Rowe Price QM US Sm-Cap Grwth Eqty Fd I” | 0 of 1 | — | 0 of 1 | 93.7% |
| Victory Sycamore Small Company Opportunity Fund listed as “Victory Sycamore Sm Co Opportunity Fd R6” | — | — | — | 93.2% |
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.