D.A. Davidson Companies Retirement Savings And Profit Sharing Plan
Sponsored by D.A. Davidson Companies · EIN 810439153 · Plan #001
- Total assets
- $623M
- Net assets
- $623M
- Active participants
- 1,586
- With balances
- 2,067
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Direct payment from the plan, Recordkeeping | $144,431 |