NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Contribution & Employer Match
How NED DAVIS RESEARCH, INC. Supports Your Retirement Savings
NED DAVIS RESEARCH, INC. provides retirement savings benefits through NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN. Understanding your employer’s contribution structure is essential — it directly affects how quickly your retirement nest egg grows. Below you will find the plan’s average account values and contribution patterns based on publicly filed data.
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Average Participant Retirement Account Value
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Estimated Average Employee Contribution Amount
465,677.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 7,276.00 in NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN, assuming a 10%* annual return.
* Data are from public filings.
Employer Match in NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN
An employer match is one of the most valuable benefits in any 401(k) plan — it is essentially free money added to your retirement savings. Your employer contributes additional funds based on a percentage of your own contributions. Missing out on the full match is one of the most common and costly retirement mistakes employees make.
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Total Employer Contribution and Match Rate
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Estimated Average Employer Match
Investing in this additonal $2,036.00 for 20 years would give you extra $130,308.00, assuming a 10% annual return.
* Data are from public filings.
Are You Leaving Dollars on the Table?
If you are not contributing enough to capture the maximum employer match, you are literally turning down part of your compensation. For many plans, this can mean thousands of dollars per year in lost employer contributions — money that would compound over decades.
Use the policy details and calculator below to find out exactly how much you need to contribute to capture every dollar of employer matching.
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Contribution & Match Policy
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN Contribution, Match and Other Plan Policies
- Participants in the plan may elect to contribute on a pre-tax basis up to 60% of their eligible compensation, as defined, subject to certain statutory limitations.
- Participants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions.
- Participants may also elect to make Roth 401(k) contributions, which are subject to federal income taxes in the year of deferral.
- The Plan includes an auto-enrollment provision whereby all newly eligible employees are automatically enrolled in the Plan, unless they affirmatively elect not to participate, with a deferral rate set at 3% of eligible compensation.
- The Plan Sponsor makes a discretionary matching contribution of 50% of a participant’s contribution up to 6% of their annual eligible compensation.
- Participants Contributions: Participants are immediately vested in their pre-tax and Roth 401(k) contributions, and earnings and losses thereon.
- Employer Contributions: Participants vest at a rate of 50% per year of employment and are fully vested after two years of employment in the Plan Sponsor’s matching contributions and earnings or losses thereon.
- Participants vest at a rate of 20% per year of employment and are fully vested after five years of employment in the Plan Sponsor’s nonelective contributions and earnings or losses thereon.
- Participants will also fully vest upon disability, retirement, or the attainment of the fifty-nine and a half years of age.
2025 IRS 401(k) Contribution Limits
The IRS sets annual limits on how much you and your employer can contribute to a 401(k) plan. Knowing these limits helps you maximize tax-advantaged savings. Here are the current limits:
| 2024 | 2025 | |
|---|---|---|
| Employee elective deferrals (pretax + Roth) | $23,000 | $23,500 |
| Employee + employer contributions combined | $69,000 | $70,000 |
| Catch-up contributions (age 50+) | $7,500 | $7,500 |
| Enhanced catch-up (ages 60–63, SECURE 2.0) | N/A | $11,250 |
The power of maxing out: If you contribute the full $23,500 annually for 20 years at a 10% average annual return, you would accumulate approximately $1,505,256. If you can maximize the combined employee+employer limit of $70,000 per year, that grows to roughly $4,480,385 over the same period — more than triple.
Use the 401(k) Savings Calculator to model your specific contribution scenario and see how your savings can grow over time.
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