DA Davidson

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

9,401

Total plan assets

$1.3B

Filings (rows)

Direct comp

$443K

Indirect comp

Showing only "DA DAVIDSON"

View all 5 variants aggregated →

DA DAVIDSON & CO71 DA DAVIDSON &24 DA DAVIDSON8 DA DAVIDSON AND CO5 DA DAVIDSON & COMPNAY1

SERVICES PROVIDED

Advisor / Consultant5

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Duncan Aviation, Inc. Duncan Aviation, Inc. 401(k) Retirement Plan · all filings	LINCOLN, NE	Other service providers	2,985	$446.1M	$90K	$0
Duncan Aviation, Inc. Duncan Aviation, Inc. 401(k) Retirement Plan · all filings	LINCOLN, NE	Other service providers	2,914	$388.8M	$90K	$0
Duncan Aviation, Inc. Duncan Aviation, Inc. 401(k) Retirement Plan · all filings	LINCOLN, NE	Other service providers	2,727	$320.3M	$90K	$0
Independence Bank Independence Bank 401(k) Profit Sharing Plan and Trust · all filings	HAVRE, MT	Advisor / Consultant	140	$29.3M	$16K	$0
Watkins Distributing, Sales & Service Watkins Distributing Profit Sharing 401(k) Plan · all filings	JEROME, ID	Advisor / Consultant	205	$26.4M	$41K	$0
Independence Bank Independence Bank 401(k) Profit Sharing Plan and Trust · all filings	HAVRE, MT	Advisor / Consultant	134	$26.2M	$44K	$0
Watkins Distributing, Sales & Service Watkins Distributing Profit Sharing 401(k) Plan · all filings	JEROME, ID	Advisor / Consultant	157	$22.5M	$36K	$0
Watkins Distributing, Sales & Service Watkins Distributing Profit Sharing 401(k) Plan · all filings	JEROME, ID	Advisor / Consultant	139	$19.5M	$36K	$0