Ned Davis Research, Inc. 401(k) Plan: Login, Facts & Contact Information
Ned Davis Research, Inc. 401(k) Login
33 former Ned Davis Research, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Ned Davis Research, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.12 million went into the plan in contributions, $219,895 of it from the employer (20%).
- $946,796 was paid out to participants.
- Investment and other income added $3.78 million.
- Administrative expenses were $2,525, about $28 per account.
How the Ned Davis Research, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 116 | $17.4 million | $269,617 | $513,008 |
| 2020 | 117 | $20.4 million | $245,390 | $1.16 million |
| 2021 | 106 | $23.6 million | $269,157 | $1.13 million |
| 2022 | 115 | $19.8 million | $277,392 | $344,701 |
| 2023 | 106 | $23.6 million | $301,538 | $1.59 million |
| 2024 | 108 | $26.7 million | $219,895 | $946,796 |
Ned Davis Research, Inc. 401(k) Contact Information
Questions about the Ned Davis Research, Inc. 401(k)
Does Ned Davis Research, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $219,895, 20% of all contributions.
Does the Ned Davis Research, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ned Davis Research, Inc 401(k) plan?
108 participants at the start of plan year 2024, 60 of them active employees, and 33 former employees who still had money in the plan.
What is the average 401(k) balance at Ned Davis Research, Inc?
About $293,879 per account: $26.7 million in plan assets across 91 accounts with a balance at the end of plan year 2024.
Who manages the Ned Davis Research, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Ned Davis Research, Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.