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ServisFirst Bancshares 401(k) retirement plan: the investment options
Does your 401(k) vote the way you would? Vanguard 500 Index Fund is the largest fund in the ServisFirst Bancshares plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
These are the funds in the ServisFirst Bancshares 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 ServisFirst Bancshares’s own annual retirement-plan filing · open the filing
| Fund | Climate | Workers | Pay equity | Exec pay backed |
|---|---|---|---|---|
| Vanguard 500 Index Fund listed as “VANGUARD 500 INDEX ADMIRAL” | 0 of 66 | 0 of 20 | 0 of 6 | 98.1% |
| 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 Morningstar Growth Index Fund listed as “VANGUARD GROWTH INDEX ADMIRAL” | 0 of 18 | 0 of 9 | 0 of 3 | 94.2% |
| Vanguard Morningstar Value Index Fund listed as “VANGUARD VALUE INDEX ADM” | 0 of 44 | 0 of 12 | 0 of 2 | 98.1% |
| 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% |
| 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% |
| 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 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 Morningstar Mid-Cap Index Fund listed as “VANGUARD MID CAP INDEX ADMIRAL” | 0 of 13 | 0 of 3 | 0 of 2 | 97.6% |
| Vanguard Developed Markets Index Fund listed as “VANGUARD DEVELOPED MKT IDX ADM” | 0 of 95 | 0 of 10 | 0 of 4 | 85.2% |
| 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% |
| Vanguard Morningstar Small-Cap Growth Index Fund listed as “VANGUARD SMALL CAP GRTH INDEX” | 0 of 3 | — | — | 94.6% |
| Vanguard Morningstar Small-Cap Value Index Fund listed as “VANGUARD SM CAP VAL INDEX ADM” | 0 of 14 | 0 of 2 | 0 of 3 | 97.8% |
| Blackrock Global Allocation Fund, Inc. listed as “BLACKROCK GLOBAL ALLOCATION I” | 0 of 55 | 3 of 18 | 0 of 3 | 91.4% |
| 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% |
| 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% |
| iShares U.S. Aggregate Bond Index Fund listed as “iSHARES US AGGREGATE BOND IND” | — | — | — | — |
| ClearBridge International Growth Fund listed as “CLEARBRIDGE INTL GROWTH FD I” | 0 of 3 | 0 of 1 | — | 97.2% |
| PIMCO Income Fund listed as “PIMCO INCOME CL I2” | — | — | — | 100% |
| Cohen & Steers Institutional Realty Shares listed as “COHEN & STEERS REALTY INST CL” | 0 of 1 | — | — | 88.6% |
| 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% |
| 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 2070 Fund listed as “VANGUARD TARGET RETIREMNT 2070” · record folded from the funds it holds | 0 of 174 | 0 of 33 | 0 of 13 | 91.5% |
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.