D.a. Davidson Companies 401(k) Plan: Login, Facts & Contact Information
D.a. Davidson Companies 401(k) Login
412 former D.a. Davidson Companies employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
D.a. Davidson Companies 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Apr 29, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $43.1 million went into the plan in contributions, $13.3 million of it from the employer (31%).
- $41.3 million was paid out to participants.
- Investment and other income added $77.1 million.
- Administrative expenses were $146,118, about $71 per account.
How the D.a. Davidson Companies 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,767 | $331.6 million | $8.64 million | $18.6 million |
| 2020 | 1,757 | $418.8 million | $10.2 million | $20.1 million |
| 2021 | 1,903 | $355.2 million | $11.1 million | $22.6 million |
| 2022 | 1,906 | $421.7 million | $6.71 million | $20.6 million |
| 2023 | 2,013 | $543.1 million | $11.4 million | $30.9 million |
| 2024 | 2,069 | $622.7 million | $13.3 million | $41.3 million |
D.a. Davidson Companies 401(k) Contact Information
Questions about the D.a. Davidson Companies 401(k)
Does D.a. Davidson Companies contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $13.3 million in employer contributions for plan year 2024.
Does the D.a. Davidson Companies 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the D.a. Davidson Companies 401(k) plan?
2,069 participants at the start of plan year 2024, 1,586 of them active employees, and 412 former employees who still had money in the plan.
What is the average 401(k) balance at D.a. Davidson Companies?
About $301,245 per account: $622.7 million in plan assets across 2,067 accounts with a balance at the end of plan year 2024.
Who manages the D.a. Davidson Companies 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 D.a. Davidson Companies. 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.