Plan Snapshot
- Plan Sponsor: D.A. Davidson Companies
- Sponsor EIN: 810439153
- Sponsor Address: 8 THIRD STREET NORTH, GREAT FALLS, MT, 59401
- Plan Type: DC
- Total Participants: 1,609
- Total Assets: $543.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,609 | $543.1M | $0 | $0 |
| 2023 | 1,580 | $421.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JUNKERMIER,CLARK,CAMPANELLA,STEVENS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $55,799 | — | $2,443 | — | — |
| 2023 | $45,668 | — | $45,668 | — | — |