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Enterprise Financial Services 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Dodge & Cox Stock Fund is the largest fund in the Enterprise Financial Services plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Enterprise Financial Services 401(k) match and balances, from the filing
- Company money in
- about $5,530 per active participant
- $7m in plan year 2024
- Employees saved
- about $8,220 each
- $10m in plan year 2024
- Average balance
- $112,900
- 1,675 people with a balance
- In the plan
- $189m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,251 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 ENTERPRISE FINANCIAL SERVICES CORP as “EFSC INCENTIVE SAVINGS PLAN” · EIN 431706259, plan number 001 · search the filings
These are the funds in the Enterprise Financial Services 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 Enterprise Financial Services’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Dodge & Cox Stock Fund listed as “Dodge & Cox Stock Fund Class I” | 0 of 15 | 0 of 5 | 0 of 1 | 95.1% |
| AMG River Road Small Cap Value Fund listed as “AMG River Road Small Cap Value Fund Class I” | — | — | — | 88.4% |
| Goldman Sachs GQG Partners International Opportunities Fund listed as “Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares” | 0 of 3 | 0 of 2 | — | 94.1% |
| Vanguard LifeStrategy 60/40 Fund listed as “Vanguard LifeStrategy Moderate Growth Fund Class I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard LifeStrategy 80/20 Fund listed as “Vanguard LifeStrategy Growth Fund Class I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Crm Mid Cap Value Fund listed as “CRM Mid Cap Value Fund Class Institutional” | — | — | — | 86.1% |
| State Street Global All Cap Equity ex-U.S. Index Fund listed as “State Street Global All Cap Equity ex-U.S. Index Fund Class K” · record folded from the funds it holds | 0 of 88 | 0 of 7 | 0 of 4 | 85.6% |
| State Street Small/Mid Cap Equity Index Fund listed as “State Street Small/Mid Cap Equity Index Fund Class K” · record folded from the funds it holds | 3 of 12 | 0 of 3 | 0 of 3 | 94.8% |
| Hartford Schroders International Multi-Cap Value Fund listed as “Hartford Schroders International Multi-Cap Value Fund Class I” | 5 of 34 | 0 of 4 | 0 of 2 | 57.5% |
| Polen Growth Fund listed as “Polen Growth Fund Institutional Class” | 2 of 11 | 1 of 3 | — | 89.5% |
| Vanguard LifeStrategy 20/80 Fund listed as “Vanguard LifeStrategy Income Fund Class I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| State Street Aggregate Bond Index Fund listed as “State Street Aggregate Bond Index Fund Class K” | — | — | — | — |
| Vanguard LifeStrategy 40/60 Fund listed as “Vanguard LifeStrategy Conservative Growth Fund Class I” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Conestoga Small Cap Fund listed as “Conestoga Small Cap Fund Investors Class” | — | — | — | 96.7% |
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.