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Oppenheimer Holdings 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Fidelity Fund is the largest fund in the Oppenheimer Holdings plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Oppenheimer Holdings 401(k) match and balances, from the filing
- Company money in
- about $1,700 per active participant
- $5m in plan year 2024
- Employees saved
- about $11,880 each
- $35m in plan year 2024
- Average balance
- $190,300
- 3,678 people with a balance
- In the plan
- $700m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 2,914 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 OPPENHEIMER & CO. INC as “OPPENHEIMER & CO. INC. 401(K) PLAN” · EIN 135657518, plan number 001 · search the filings
These are the funds in the Oppenheimer Holdings 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 Oppenheimer Holdings’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Fidelity Fund listed as “Fidelity” | 3 of 22 | 0 of 7 | 1 of 1 | 98.5% |
| First Eagle U.S. Fund listed as “First Eagle” | 0 of 7 | 0 of 5 | 0 of 2 | 93.2% |
| Fidelity Fund listed as “Fidelity” | 3 of 22 | 0 of 7 | 1 of 1 | 98.5% |
| Columbia Acorn Fund listed as “Columbia” | 1 of 2 | — | — | 80.9% |
| Franklin Mutual Shares Fund listed as “Franklin” | 0 of 15 | 1 of 5 | 0 of 1 | 87.5% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen & Steers” | 0 of 1 | — | — | 88.6% |
| Vanguard PRIMECAP Fund listed as “Vanguard” | 0 of 29 | 0 of 13 | 0 of 3 | 94.7% |
| JPMorgan Diversified Fund listed as “JPMorgan” | — | — | — | 93.5% |
| Brokerage and Investment Management Portfolio listed as “MFS Investment Management” | — | — | — | 89.7% |
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.