D.A. Davidson Companies 401(k) match, vesting and fees
What D.A. Davidson Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Junkermier,clark,campanella,stevens (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| D.A. Davidson Companies: employer contribution per participant | $6,448 | |
| Peer median | $2,966 |
| D.A. Davidson Companies: average balance | $301,245 | |
| Peer median | $104,792 |
| D.A. Davidson Companies: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $543M at the end of plan year 2023 to $623M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,084 | $623M | $13.3M | $6,448 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 2,047 | $543M | $11.4M | $5,617 | 0.01% | Not published | Form 5500 ↗ |
Other D.A. Davidson Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
D.A. Davidson Companies Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Jccs, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does D.A. Davidson Companies match 401(k) contributions?
The match terms for the D.A. Davidson Companies Retirement Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $13.3M in employer contributions, about $6,448 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the D.A. Davidson Companies 401(k) match vested?
The vesting schedule for the D.A. Davidson Companies Retirement Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the D.A. Davidson Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is D.A. Davidson Companies.
I left D.A. Davidson Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (D.A. Davidson Companies, (406) 727-4200) or the recordkeeper, Newport Group, Inc.. The D.A. Davidson Companies old 401(k) page lists the contacts from every plan filing. Find an old D.A. Davidson Companies 401(k)
Data from the public Form 5500 annual reports D.A. Davidson Companies filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with D.A. Davidson Companies. Not financial advice. Report a correction · Methodology