Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › DA Davidson & Co
DA Davidson & Co
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $850,515
Assets of those plans
$955,566,263
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$850,515
100% 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) | 21 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Duncan Aviation, Inc. 401(k) Retirement Plan | Duncan Aviation | $446,074,305 | 3,484 | $90,000 |
| Barrios Technology 401(k) Profit Sharing Plan | Barrios Technology | $135,305,350 | 1,065 | $152,698 |
| The 401(k) Plan and Employee Trust of Airlite Plastics Co. | Airlite Plastics | $80,781,746 | 1,687 | $49,000 |
| Gastroenterology Specialties, P.c.safe Harbor 401(k) Profit Sharing Plan | Gastroenterology Specialties | $43,226,333 | 185 | $26,306 |
| Neptune Aviation Savings and Investment Plan | Neptune Aviation Services | $28,695,846 | 267 | $57,546 |
| Watkins Distributing Profit Sharing 401k Plan | Watkins Distributing Sales & Service | $26,426,248 | 196 | $41,035 |
| Cornhusker Bank Employees 401(k) Plan | Cornhusker Bank | $22,674,687 | 141 | $41,521 |
| West Gate Bank Profit Sharing 401(k) Plan | West Gate Bank | $21,859,376 | 229 | $27,609 |
| Drake-williams Steel Profit Sharing Plan | Drake-williams Steel | $19,541,029 | 324 | $21,000 |
| National Arbor Day Foundation 401(k) Plan and Trust | National Arbor Day Foundation | $19,514,434 | 463 | $35,518 |
| Ensign Engineering & Land Surveying, Inc. 401(k) Profit Sharing Plan | Ensign Engineering & Land Surveying | $18,076,305 | 166 | $31,186 |
| Werner Affiliated Companies Employees Savings Trust | Werner Construction | $14,247,661 | 119 | $26,677 |
| Farmers State Financial Corporation Cash OR Deferred Profit Sharing Plan and Trust | Farmers State Financial | $12,873,550 | 192 | $49,118 |
| HHI Corporation 401(k) Plan | HHI | $10,369,847 | 234 | $38,858 |
| Rogers Motors, Inc. Profit Sharing Retirement Plan | Rogers Motors | $10,261,627 | 167 | $39,276 |
| Fisher's Technology 401(k) Plan | Fishers Document Systems Inc. DBA Fishers Technology | $10,109,640 | 221 | $22,878 |
| Cedars Youth Services, Inc. 401(k) Plan | Cedars Youth Services | $9,769,694 | 133 | $17,007 |
| Klamath Child and Family Treatment Center Retirement Plan | Klamath Child and Family Treatment Center | $7,961,896 | 167 | $27,887 |
| Do Life Better 401(k) Plan | Health & Rehab Solutions | $7,054,164 | 278 | $24,418 |
| Billings Flying Service, Inc. 401(k) Plan | Billings Flying Service | $5,491,637 | 144 | $15,786 |
| New Health 401(k) Plan | New Health Programs Association | $5,250,888 | 138 | $15,191 |
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.