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Ethan Allen Interiors 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? NYLI Winslow Large Cap Growth Fund is the largest fund in the Ethan Allen Interiors plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Ethan Allen Interiors 401(k) match and balances, from the filing
- Company money in
- about $1,210 per active participant
- $2m in plan year 2024
- Employees saved
- about $4,650 each
- $9m in plan year 2024
- Average balance
- $70,600
- 3,261 people with a balance
- In the plan
- $230m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,913 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 ETHAN ALLEN GLOBAL, INC. as “THE ETHAN ALLEN RETIREMENT SAVINGS PLAN” · EIN 202991357, plan number 003 · search the filings
These are the funds in the Ethan Allen Interiors 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 Ethan Allen Interiors’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| NYLI Winslow Large Cap Growth Fund listed as “Winslow Large Cap Growth Fund” | 1 of 10 | 2 of 9 | — | 100% |
| Vanguard Institutional Index Fund listed as “Vanguard Institutional Index Fund” | 0 of 66 | 0 of 20 | 0 of 6 | 97.8% |
| Vanguard Total International Stock Index Fund listed as “Vanguard Total International Stock Index Fund” | 0 of 95 | 0 of 10 | 0 of 4 | 83.1% |
| Carillon Eagle Growth & Income Fund listed as “Carillon Eagle MidCap Growth Fund” | 1 of 21 | 2 of 4 | 0 of 2 | 81.6% |
| MFS Value Fund listed as “MFS MidCap Value Fund” | 1 of 13 | 0 of 3 | — | 100% |
| Vanguard Equity Income Fund listed as “Vanguard Equity Income Fund Admiral Shares” | 0 of 33 | 0 of 5 | 0 of 2 | 98.2% |
| Fidelity Total Bond Fund listed as “Fidelity Total Bond Fund” | — | — | — | 100% |
| Dodge & Cox International Stock Fund listed as “Dodge & Cox International Stock Fund” | 0 of 7 | 0 of 1 | 0 of 1 | 95.9% |
| Vanguard Extended Market Index Fund listed as “Vanguard Extended Market Index Fund” | 0 of 12 | 0 of 3 | 0 of 3 | 96.4% |
| American Beacon Small Cap Value Fund listed as “American Beacon Small Cap Value Investor Fund” | 1 of 1 | 1 of 1 | 0 of 2 | 94.2% |
| Wasatch Core Growth Fund listed as “Wasatch Core Growth Fund” | — | — | — | 91.2% |
| Fidelity Advisor International Capital Appreciation Fund listed as “Fidelity Advisor International Capital Appreciation Fund” | 0 of 2 | — | — | 100% |
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.