# D.A. Davidson Companies DC Plan
Source: https://planprovider.pro/companies/d-a-davidson-companies-plan-002

> D.A. Davidson Companies's DC plan: 1,494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** D.A. Davidson Companies

- **Sponsor EIN:** 810439153

- **Sponsor Address:** 8 3RD STREET NORTH, GREAT FALLS, MT, 594013104

- **Plan Type:** DC

- **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.|

| 2024|1,494|$149.5M|$0|$0|

| 2023|1,474|$119.0M|$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|

| JCCS, P.C.|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|$18,000|—|$18,000|—|—|

| 2023|$18,686|—|$18,686|—|—|

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