Allworth Financial, Lp 401(k) Plan: Login, Facts & Contact Information
Allworth Financial, Lp 401(k) Login
102 former Allworth Financial, Lp employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Allworth Financial, Lp 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $11.4 million went into the plan in contributions, $3.63 million of it from the employer (32%).
- $8.46 million was paid out to participants.
- Investment and other income added $10.7 million.
- Administrative expenses were $84,824, about $135 per account.
How the Allworth Financial, Lp 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 148 | $25.7 million | $966,488 | $454,432 |
| 2020 | 189 | $35.8 million | $1.54 million | $1.39 million |
| 2021 | 280 | $47.5 million | $1.87 million | $1.25 million |
| 2022 | 347 | $45.8 million | $2.42 million | $2.03 million |
| 2023 | 472 | $63.1 million | $2.94 million | $4.75 million |
| 2024 | 584 | $76.7 million | $3.63 million | $8.46 million |
Allworth Financial, Lp 401(k) Contact Information
Questions about the Allworth Financial, Lp 401(k)
Does Allworth Financial, Lp contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $3.63 million in employer contributions for plan year 2024.
Does the Allworth Financial, Lp 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Allworth Financial, Lp 401(k) plan?
584 participants at the start of plan year 2024, 517 of them active employees, and 102 former employees who still had money in the plan.
What is the average 401(k) balance at Allworth Financial, Lp?
About $122,263 per account: $76.7 million in plan assets across 627 accounts with a balance at the end of plan year 2024.
Who manages the Allworth Financial, Lp 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Allworth Financial, Lp. How do I access my 401(k)?
Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.