D.A. Davidson Companies Employee Stock Ownership Plan
Sponsored by D.A. Davidson Companies · EIN 810439153 · Plan #002
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 1,490
- With balances
- 1,811
Plan year beginning 10/01/2024 · Stock bonus
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan | $19,373 |