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Ned Davis Research Inc and Affiliated Companies 401(k) Plan
Ned Davis Research, Inc., Sarasota FL. Employer ID 592026201, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2024: money from Euromoney Institutional Investor Savings & Investment Plan moved in.
- Filed 2009-2025Ned Davis Research Inc and Affiliated Companies 401(k) Plan, Ned Davis Research, Inc.
- TodayNed Davis Research Inc and Affiliated Companies 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 124 | 13 | Filing |
| 2015 | 125 | 24 | Filing |
| 2016 | 126 | 19 | Filing |
| 2017 | 128 | 29 | Filing |
| 2018 | 116 | 33 | Filing |
| 2019 | 117 | 36 | Filing |
| 2020 | 106 | 36 | Filing |
| 2021 | 115 | 38 | Filing |
| 2022 | 106 | 37 | Filing |
| 2023 | 108 | 37 | Filing |
| 2024 | 94 | 33 | Filing |
| 2025 | 92 | 32 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.