Plan Snapshot
- Plan Sponsor: D.A. Davidson Companies
- Sponsor EIN: 810439153
- Sponsor Address: 8 THIRD STREET NORTH, GREAT FALLS, MT, 59401
- Plan Type: 401(k)
- Plan Number: 001
- 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. |
|---|
| 2023 | 1,609 | $543.1M | $11.4M | $21.2M |
| 2022 | 1,580 | $421.7M | $6.7M | $19.2M |