Plans listing this provider
36
0.06% of the 56,420 plans with Schedule H financials; 39 in 2023
Providers › D.A. Davidson & Co.
D.A. Davidson & Co.
- Service provider, as named on Schedule C
- EIN 810139474
- Plan year 2024
- Direct compensation reported $1,072,922
Assets of those plans
$1,433,320,852
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,072,922
86% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 24 |
| 50 | Direct payment from the plan | 10 |
| 99 | Other fees | 7 |
| 26 | Investment advisory (participants) | 5 |
| 49 | Other services | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 28 | Investment management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Olsson, Inc. 401(k) Profit Sharing Plan | Oei | $276,634,217 | 2,498 | $135,013 |
| Baird Holm LLP Profit Sharing Plan | Baird Holm | $109,495,171 | 198 | $23,070 |
| Workwave LLC 401(k) Retirement Plan | Workwave | $89,595,134 | 1,003 | $18,750 |
| Farmers Mutual 401(k) Savings Plan | Farmers Mutual Insurance Co. of NE | $81,421,162 | 355 | $0 |
| Behlen MFG. Co. 401(k) Plan | Behlen MFG. | $79,305,968 | 1,269 | $30,000 |
| Cassling 401k Savings Plan | Cassling | $78,478,288 | 240 | $55,000 |
| NIM 401(k) Plan | Norfolk Iron & Metal | $78,015,546 | 963 | $54,979 |
| Cowles Company 401(k) Plan | Cowles | $76,608,327 | 898 | $63,547 |
| Streck LLC Retirement Plan | Streck | $71,379,420 | 568 | $55,000 |
| Distribution Management Systems, Inc. 401(k) Profit Sharing Plan | Distribution Management Systems | $47,574,796 | 295 | $45,000 |
| Parker Automotive Group Retirement Savings Plan | Parker Motors | $43,829,865 | 439 | $57,100 |
| University First Federal Credit Union 401(k) Retirement Plan | University First Federal Credit Union | $37,087,048 | 515 | $82,459 |
| Lamson Dugan & Murray LLP Retirement Savings Plan | Lamson Dugan & Murray | $30,889,050 | 134 | $6,250 |
| Tactical Air Support, Inc. Retirement Plan | Tactical Air Support | $30,337,592 | 401 | $25,000 |
| Southern Oregon Cardiology LLC 401(k) Plan | Southern Oregon Cardiology | $29,813,343 | 144 | $13,194 |
| R.C. Hunt Electric, Inc. 401(k) Plan | R.C. Hunt Electric | $26,418,860 | 492 | $0 |
| Five Acres 401(k) Plan | Five Acres-the Boys & Girls Aid Society of la Los Angeles County | $24,869,952 | 489 | $54,868 |
| Swanson Russell 401(k) Retirement Plan | Swanson Russell | $23,291,232 | 189 | $27,908 |
| Consolidated Supply Co., Inc. Employee Retirement Plan | Consolidated Supply | $22,152,825 | 375 | $25,000 |
| Calvert Systems Engineering, Inc 401(k) Plan | Calvert Systems Engineering | $19,489,148 | 159 | $6,250 |
| Addium 401(k) Plan | Addium | $18,339,732 | 219 | $46,083 |
| Visiting Nurse Association of the Midlands Retirement Plan | Visiting Nurse Association of the Midlands | $17,062,852 | 212 | $32,490 |
| Runza National, Inc. 401(k) Profit Sharing Plan | Runza National | $16,785,884 | 187 | $21,947 |
| Nosler, Inc. 401(k) Salary Reduction Plan | Nosler | $16,364,307 | 186 | $37,261 |
| I. Rice & Co., Inc. Employee Profit Sharing Plan | I. Rice | $14,975,634 | 117 | $25 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.