D.A. Davidson Companies (EIN 81-0439153) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $692.7M in plan assets and 4,537 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| D.A. Davidson Companies Retirement Savings and Profit Sharing Plan | 001 | 1,609 | $543.1M |
| D.A. Davidson Companies Employee Stock Ownership Plan | 002 | 1,494 | $149.5M |
| Davidson Companies, Inc. Health and Welfare Plan | 501 | 1,434 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
81-0439153 is the Employer Identification Number (EIN) D.A. Davidson Companies reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Montana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
