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Helios Technologies 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Schwab S&P 500 Index Portfolio is the largest fund in the Helios Technologies plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Helios Technologies 401(k) match and balances, from the filing
- Company money in
- about $2,910 per active participant
- $4m in plan year 2024
- Employees saved
- about $4,620 each
- $7m in plan year 2024
- Average balance
- $91,100
- 1,750 people with a balance
- In the plan
- $159m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 1,463 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 HELIOS TECHNOLOGIES, INC. as “HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN” · EIN 592754337, plan number 001 · search the filings
These are the funds in the Helios Technologies 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 Helios Technologies’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Schwab S&P 500 Index Portfolio listed as “Schwab S&P 500 Index Fund” | 0 of 66 | 0 of 21 | 0 of 8 | 90.7% |
| Vanguard Target Retirement 2030 Fund listed as “Vanguard Target Retiremnt 2030” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2040 Fund listed as “Vanguard Target Retiremnt 2040” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2050 Fund listed as “Vanguard Target Retiremnt 2050” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| NVIT J.P. Morgan Large Cap Growth Fund listed as “JP Morgan Large Cap Growth R6” | 0 of 20 | 1 of 17 | 0 of 2 | 97.5% |
| Vanguard Target Retirement 2020 Fund listed as “Vanguard Target Retiremnt 2020” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2060 Fund listed as “Vanguard Target Retiremnt 2060” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Schwab Prime Advantage Money Fund listed as “Schwab Prime Adv Money Ultra” | — | — | — | — |
| Vanguard Target Retirement 2035 Fund listed as “Vanguard Target Retiremnt 2035” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| T. Rowe Price Overseas Stock Fund listed as “T Rowe Price Overseas Stock” | 0 of 12 | 0 of 1 | — | 100% |
| Vanguard Target Retirement 2045 Fund listed as “Vanguard Target Retiremnt 2045” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Fidelity International Index Fund listed as “Fidelity International Index” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| Vanguard Target Retirement 2055 Fund listed as “Vanguard Target Retiremnt 2055” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement 2065 Fund listed as “Vanguard Target Retiremnt 2065” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Hartford Emerging Markets Equity Fund listed as “Hartford Schrod Emg Mkt Eq Sdr” | — | — | — | 77.8% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund listed as “T Rowe Qm Us Sm Cap Grth Eqty” | 0 of 1 | — | 0 of 1 | 93.7% |
| JPMorgan Mid Cap Value Fund listed as “JP Morgan Mid Cap Value R6” | — | — | — | 90.9% |
| Vanguard Target Retirement 2025 Fund listed as “Vanguard Target Retiremnt 2025” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Vanguard Target Retirement Income Fund listed as “Vanguard Target Retmt Income” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
| Nomura VIP Small Cap Value Series listed as “Delaware Small Cap Value I” | — | — | — | 96.8% |
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.