What public Form 5500 filings show about the D.A. Davidson Companies 401(k) plan — and how to find and check your own account.
D.A. Davidson Companies (EIN 81-0439153) reports D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $543.1M in plan assets across 1,609 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full D.A. Davidson Companies filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your D.A. Davidson Companies 401(k).
