Davenport & Company Llc 401(k) Plan: Login, Facts & Contact Information

Davenport & Company Llc 401(k) Plan Facts

Plan name
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
DAVENPORT & COMPANY LLC
Participants
588 (510 active employees)
Former employees with a balance
88
Plan assets
$416,364,923 at Dec 31, 2024
Average account balance
$669,397 across 622 accounts
Employer contributions
$10,382,349 in plan year 2024 (51% of all contributions)
Recordkeeper
Ascensus
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1972
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.4 million went into the plan in contributions, $10.4 million of it from the employer (51%).
  • $23.1 million was paid out to participants.
  • Investment and other income added $49.2 million.
  • Administrative expenses were $202, about $0 per account.

How the Davenport & Company Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019486$288.2 million$7.29 million$17.8 million
2020499$332.2 million$7.70 million$9.96 million
2021514$387.2 million$8.45 million$25.1 million
2022552$316.2 million$8.71 million$17.6 million
2023581$369.9 million$9.23 million$25.3 million
2024588$416.4 million$10.4 million$23.1 million

Davenport & Company Llc 401(k) Contact Information

Phone
804-780-2000
Mailing address
P.O. BOX 85678, RICHMOND VA 232855678
Plan sponsor
DAVENPORT & COMPANY LLC
Employer identification number (EIN)
54-1835842
Plan number
002

Questions about the Davenport & Company Llc 401(k)

Does Davenport & Company Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $10.4 million in employer contributions for plan year 2024.

Does the Davenport & Company Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Davenport & Company Llc 401(k) plan?

588 participants at the start of plan year 2024, 510 of them active employees, and 88 former employees who still had money in the plan.

What is the average 401(k) balance at Davenport & Company Llc?

About $669,397 per account: $416.4 million in plan assets across 622 accounts with a balance at the end of plan year 2024.

Who manages the Davenport & Company Llc 401(k) accounts?

Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Davenport & Company Llc. How do I access my 401(k)?

Your account stays with Ascensus 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.

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