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Lithia Motors 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 Lithia Motors plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Lithia Motors 401(k) match and balances, from the filing
- Company money in
- about $1,630 per active participant
- $38m in plan year 2024
- Employees saved
- about $4,480 each
- $105m in plan year 2024
- Average balance
- $38,400
- 26,680 people with a balance
- In the plan
- $1.03bn
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 23,444 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 LITHIA MOTORS, INC. as “LITHIA MOTORS, INC. 401(K) PLAN” · EIN 930572810, plan number 003 · search the filings
These are the funds in the Lithia Motors 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 Lithia Motors’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% |
| Fidelity Large Cap Growth Index Fund listed as “Fidelity Large Cap Grth Indx” | 0 of 31 | 0 of 12 | 0 of 4 | 94% |
| Fidelity International Index Fund listed as “Fidelity Intrntnl Indx Instl” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| American Balanced Fund listed as “American Balanced Fund CL R6” | 0 of 42 | 0 of 10 | 0 of 2 | 86.2% |
| Janus Henderson Flexible Bond Portfolio listed as “Janus Henderson Flexible BD” | — | — | — | — |
| Fidelity Mid Cap Growth Index Fund listed as “Fidelity Mid CP Growth INDX” | 0 of 5 | — | 0 of 1 | 94.4% |
| PIMCO Income Fund listed as “PIMCO Income Fund INSTL” | — | — | — | 100% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| John Hancock Disciplined Value Fund listed as “John Hancock Disciplined” | 0 of 21 | 0 of 2 | 0 of 1 | 84.1% |
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.