DAVIDSON CAPITAL MANAGEMENT
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
9
Active participants
14,241
Total plan assets
$558.6M
Filings (rows)
9
Direct comp
$107K
Indirect comp
$35K
SERVICES PROVIDED
Other6
Advisor / Consultant3
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| US LBM HOLDINGS, LLC US LBM HOLDINGS, LLC 401(K) PLAN | BUFFALO GROVE, IL | Advisor / Consultant INVESTMENT ADVISORY PLAN | 12,893 | $440.2M | $1K |
| SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN | DALLAS, TX | Other NONE | 94 | $33.6M | $34K |
| SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION PENSION PLAN | DALLAS, TX | Other NONE | 84 | $30.2M | $8K |
| CITY CREDIT UNION CITY CREDIT UNION DEFINED BENEFIT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORS | 100 | $13.4M | $29K |
| SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN | DALLAS, TX | Other NONE | 111 | $10.7M | $10K |
| CITY CREDIT UNION CITY CREDIT UNION DEFINED BENEFIT PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISORS | 100 | $9.9M | $23K |
| SOUTHWEST AIRLINES FEDERAL CREDIT UNION SOUTHWEST AIRLINES FEDERAL CREDIT UNION 401(K) PLAN | DALLAS, TX | Other NONE | 110 | $8.8M | $2K |
| CKM INDUSTRIES, INC. THE MILLER GROUP 401(K) PLAN | DEER PARK, TX | Other SERVICE PROVIDER | 392 | $6.5M | $0 |
| CKM INDUSTRIES, INC. THE MILLER GROUP 401(K) PLAN | DEER PARK, TX | Other SERVICE PROVIDER | 357 | $5.4M | $0 |