Plan Snapshot
- Plan Sponsor: D.A. Davidson Companies
- Sponsor EIN: 810439153
- Sponsor Address: 8 3RD STREET NORTH, GREAT FALLS, MT, 594013104
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,494
- Total Assets: $149.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1,494 | $149.5M | $3.8M | $0 |
| 2022 | 1,474 | $119.0M | $2.3M | $0 |