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Merit Medical Systems 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 Merit Medical Systems plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Merit Medical Systems 401(k) match and balances, from the filing
- Company money in
- about $1,500 per active participant
- $5m in plan year 2024
- Employees saved
- about $4,110 each
- $14m in plan year 2024
- Average balance
- $96,400
- 2,251 people with a balance
- In the plan
- $217m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 3,324 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 MERIT MEDICAL SYSTEMS, INC. as “MERIT MEDICAL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN” · EIN 870447695, plan number 001 · search the filings
These are the funds in the Merit Medical Systems 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 Merit Medical Systems’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity 500 Index Fund listed as “Fidelity Spartan 500 Index” | 0 of 66 | 0 of 20 | 0 of 6 | 96.8% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Wasatch Small Cap Value Fund listed as “Wasatch Small Cap Value Fund” | — | — | — | 95% |
| Fidelity Small Cap Index Fund listed as “Fidelity Small Cap Index” | 0 of 2 | 0 of 2 | 0 of 2 | 92.8% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. listed as “T Rowe Price Mid Cap Growth Fund” | 0 of 1 | — | — | 93.5% |
| Fidelity International Index Fund listed as “Fidelity International Index” | 0 of 32 | 0 of 4 | 0 of 2 | 90.4% |
| Janus Henderson Triton Fund listed as “Janus Triton N” | 0 of 1 | — | — | 94.3% |
| Fidelity Emerging Markets Fund listed as “Fidelity Emerging Markets Fund” | 0 of 2 | — | — | 73.3% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen & Steers Realty Shares” | 0 of 1 | — | — | 88.6% |
| Fidelity Emerging Markets Index Fund listed as “Fidelity Emerging Markets Index” | — | — | — | 35.3% |
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.