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Team 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 Team plan that publishes its votes. Answer 3 of its ballots from this season, then see your result.
The question on the ballot
As filed
Team 401(k) match and balances, from the filing
- Company money in
- about $1,870 per active participant
- $6m in plan year 2024
- Employees saved
- about $7,210 each
- $23m in plan year 2024
- Average balance
- $63,800
- 5,597 people with a balance
- In the plan
- $357m
- at the end of plan year 2024
Company money is the match plus any other employer contributions, averaged over all 3,219 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 TEAM, INC. as “TEAM, INC. SALARY DEFERRAL PLAN AND TRUST” · EIN 741765729, plan number 002 · search the filings
These are the funds in the Team 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 Team’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 Freedom 2040 Fund listed as “Fidelity Freedom 2040 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2050 Fund listed as “Fidelity Freedom 2050 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2035 Fund listed as “Fidelity Freedom 2035 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2045 Fund listed as “Fidelity Freedom 2045 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2030 Fund listed as “Fidelity Freedom 2030 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2055 Fund listed as “Fidelity Freedom 2055 K6 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| The Chesapeake Growth Fund listed as “BA Sustain Growth Investment” | 0 of 11 | 0 of 5 | — | 85.2% |
| Fidelity Advisor Freedom 2060 Fund listed as “Fidelity Freedom 2060 K6 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Invesco Discovery Fund listed as “Invesco Discovery Fund Class Y” | — | — | — | 75.7% |
| Fidelity Freedom 2025 Fund listed as “Fidelity Freedom 2025 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Freedom 2020 Fund listed as “Fidelity Freedom 2020 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2065 Fund listed as “Fidelity Freedom 2065 K6 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| Franklin Small Cap Value Fund listed as “Franklin Small Cap Value Fund Advisor Class” | — | — | — | 92.3% |
| Blackrock Mid Cap Growth Equity Portfolio listed as “BlackRock Mid Cap Growth Equity Portfolio Institutional” | — | — | — | 90.2% |
| Fidelity Mid Cap Index Fund listed as “Fidelity Mid Cap Index Fund” | 0 of 24 | 0 of 2 | 0 of 3 | 95.9% |
| Gqg Partners Emerging Markets Equity Fund listed as “GQG Partners Emerging Markets Equity Fund” | 0 of 3 | — | 0 of 1 | 91.7% |
| Vanguard Morningstar Small-Cap Index Fund listed as “Vanguard Small-Cap Index Fund Admiral Shares” | 0 of 17 | 0 of 2 | 0 of 3 | 96.6% |
| Cohen & Steers Institutional Realty Shares listed as “Cohen & Steers Realty Shares” | 0 of 1 | — | — | 88.6% |
| Fidelity Freedom 2015 Fund listed as “Fidelity Freedom 2015 K6 Fund” · record folded from the funds it holds | 39 of 386 | 5 of 106 | 5 of 19 | 95.2% |
| Fidelity Advisor Freedom 2070 Fund listed as “Fidelity Freedom 2070 K6 Fund” · record folded from the funds it holds | 33 of 343 | 5 of 98 | 5 of 17 | 95.5% |
| ClearBridge International Growth Fund listed as “ClearBridge International Growth Fund Class IS” | 0 of 3 | 0 of 1 | — | 97.2% |
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.