Search public Form 5500 filings

Plans

• planD.A. Davidson Companies Retirement Savings And Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $543.1Mreported assets (EOY)
  Sponsor: D.A. Davidson CompaniesEIN: 81-0439153Plan: 001Participants: 2,013Assets: $543,142,005Location: Great Falls, MTLatest: 2023
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• planD.A. Davidson Companies Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $149.5Mreported assets (EOY)
  Sponsor: D.A. Davidson CompaniesEIN: 81-0439153Plan: 002Participants: 1,804Assets: $149,547,346Location: Great Falls, MTLatest: 2023
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• planDavidson Companies, Inc. Health And Welfare Plan2023 filing
  Sponsor: Davidson Companies, Inc.EIN: 81-0439153Plan: 501Participants: 1,416Assets: not reported in the loaded datasetLocation: Great Falls, MTLatest: 2023
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