D A Davidson & Co Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, D A Davidson & Co Inc is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $344,552 and reported indirect compensation totals $17,452.

Reported compensation summary

Reported direct compensation
$344,552
Reported indirect compensation
$17,452
Total reported compensation
$362,004
Filings
9
Plan sponsors
9
Plans
9
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to D A Davidson & Co Inc
SponsorStatePlansReported compensation
Bozeman Deaconess Health Services Dba Bozeman HealthMT1$107,836
Norfolk Iron & Metal CompanyNE1$55,000
Cowles CompanyWA1$53,570
Visiting Nurse Association Of The MidlandsNE1$32,500
Phoenix Processor Limited PartnershipWA1$29,203
Team Software, LLCNE1$26,558
Altek, Inc.WA1$20,270
Buck Knives, Inc.ID1$19,657
Spartan Management LLCOR1$17,410

State footprint

Plans reporting D A Davidson & Co Inc are sponsored in NE (3), WA (3), ID (1), MT (1), OR (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bozeman Deaconess Health Services Dba Bozeman HealthBozeman Health Retirement Plan2023$107,836not reported in the loaded dataset
Norfolk Iron & Metal CompanyNim Group 401(K) Plan2023$54,979$21
Cowles CompanyCowles Company 401(K) Plan2023$53,570$0
Visiting Nurse Association Of The MidlandsVisiting Nurse Association Of The Midlands Retirement Plan2023$32,495$5
Phoenix Processor Limited PartnershipPhoenix Processor Retirement Savings Plan2023$29,203not reported in the loaded dataset
Team Software, LLCTeam Software, LLC 401(K) Plan2023$26,558not reported in the loaded dataset
Altek, Inc.Altek, Inc. 401(K) Plan2023$20,263$7
Buck Knives, Inc.Buck Knives, Inc. Profit Sharing And Retirement Plan2023$19,648$9
Spartan Management LLCSpartan Management, LLC 401(K) Plan2023$0$17,410

Related Form 5500 pages