Filings through .
Da Davidson & Co
Matched across 44 name variants in the filings
Da Davidson & Co summary
Da Davidson & Co appears on 75 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.4B in assets for 34,694 participants. The median client plan holds $24.3M. Most client plans are sponsored in NE, WA and MT. The largest clients by plan assets are Duncan Aviation, Inc., Oei, Inc. and Barrios Technology. Plans reported $3.1M in direct and indirect compensation paid to Da Davidson & Co. The median is $32K per plan.
- Participants
- 34,694
- Median plan assets
- $24.3M
- Median plan participants
- 278
- Median fees per plan
- $32K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Duncan Aviation, Inc. | NE | $512M | 3,590 |
| Oei, Inc. | NE | $349M | 2,798 |
| Barrios Technology | TX | $141M | 1,037 |
| Baird Holm LLP | NE | $123M | 229 |
| Bozeman Deaconess Health Services Dba Bozeman Health | MT | $118M | 1,906 |
| Campbell Scientific, Inc., plan 001 | UT | $107M | 722 |
| Workwave LLC | NJ | $102M | 936 |
| Airlite Plastics Co. | NE | $95.5M | 1,631 |
| Fmne Insurance Company | NE | $93.1M | 387 |
| Cassling | NE | $88.7M | 240 |
| Behlen Mfg. Co. | NE | $87.1M | 1,231 |
| Norfolk Iron & Metal Company | NE | $86.5M | 996 |
| Cowles Company | WA | $79.9M | 865 |
| Wasatch Pediatrics, Inc. | UT | $79.4M | 293 |
| Streck, LLC | NE | $76.4M | 555 |
| Tri-State Memorial Hospital, Inc. | WA | $58.6M | 864 |
| Distribution Management Systems, Inc. | NE | $55.3M | 313 |
| Campbell Scientific, Inc., plan 002 | UT | $54.2M | 740 |
| Americantcs Fiduciary Services, LLC | PA | $53.2M | 770 |
| Parker Motors, Inc. | ID | $52.7M | 506 |
| Gastroenterology Specialties, P.C. | NE | $52.6M | 200 |
| Hughes Brothers, Inc. | NE | $51.7M | 246 |
| Navia Benefit Solutions | WA | $50.6M | 760 |
| Canyon View Credit Union | UT | $43.8M | 550 |
| Tactical Air Support, Inc. | NV | $40.4M | 538 |
- NEParticipants 3,590
- Oei, Inc.$349MNEParticipants 2,798
- Barrios Technology$141MTXParticipants 1,037
- Baird Holm LLP$123MNEParticipants 229
- MTParticipants 1,906
- UTParticipants 722
- Workwave LLC$102MNJParticipants 936
- Airlite Plastics Co.$95.5MNEParticipants 1,631
- Fmne Insurance Company$93.1MNEParticipants 387
- Cassling$88.7MNEParticipants 240
- Behlen Mfg. Co.$87.1MNEParticipants 1,231
- NEParticipants 996
- Cowles Company$79.9MWAParticipants 865
- Wasatch Pediatrics, Inc.$79.4MUTParticipants 293
- Streck, LLC$76.4MNEParticipants 555
- WAParticipants 864
- NEParticipants 313
- UTParticipants 740
- PAParticipants 770
- Parker Motors, Inc.$52.7MIDParticipants 506
- NEParticipants 200
- Hughes Brothers, Inc.$51.7MNEParticipants 246
- Navia Benefit Solutions$50.6MWAParticipants 760
- Canyon View Credit Union$43.8MUTParticipants 550
- NVParticipants 538
Top client states
- NE32 plans
- WA10 plans
- MT8 plans
- UT8 plans
- ID5 plans
Frequently asked questions
- Who uses Da Davidson & Co?
- 75 retirement plans list Da Davidson & Co as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Duncan Aviation, Inc., Oei, Inc., Barrios Technology, Baird Holm LLP and Bozeman Deaconess Health Services Dba Bozeman Health. Most client plans are sponsored in NE, WA and MT.
- How many plans does Da Davidson & Co serve?
- Da Davidson & Co serves 75 retirement plans with $3.4B in plan assets and 34,694 participants, based on the latest Form 5500 filings through 2024.
- What does Da Davidson & Co charge?
- Plans reported $3.1M in total Schedule C compensation paid to Da Davidson & Co. The median plan paid $32K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name DA Davidson & CO as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 1 |
| Vanguard | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.