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Brinker International 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity 500 Index Fund is the largest fund in the Brinker International plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Brinker International 401(k) match and balances, from the filing
- Company money in
- about $290 per active participant
- $15m in plan year 2024
- Employees saved
- about $600 each
- $30m in plan year 2024
- Average balance
- $55,900
- 8,852 people with a balance
- In the plan
- $495m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 50,716 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 BRINKER INTERNATIONAL, INC. as “BRINKER INTERNATIONAL 401(K) SAVINGS PLAN” · EIN 752354902, plan number 001 · search the filings
These are the funds in the Brinker International 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 Brinker International’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity 500 Index Fund listed as “Fidelity 500 Index Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| PIMCO Total Return Fund listed as “PIMCO Total Return Fund Institutional Class” | — | — | — | 100% |
| American Beacon Large Cap Value Fund listed as “American Beacon Large Cap Value Fund R5 Class” | 4 of 23 | 1 of 6 | 0 of 1 | 95.5% |
| Fidelity Small Cap Growth K6 Fund listed as “Fidelity Small Cap Growth K6 Fund” | — | — | — | 91.7% |
| Fidelity Total International Index Fund listed as “Fidelity Total International Index Fund” | 0 of 88 | 0 of 8 | 0 of 3 | 84.5% |
| Fidelity Extended Market Index Fund listed as “Fidelity Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 92% |
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.