# D.A. DAVIDSON COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Retirement plan sponsored by **D.A. DAVIDSON COMPANIES**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | D.A. DAVIDSON COMPANIES |
| EIN | 810439153 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | GREAT FALLS, MT |
| Industry | financial services |
| Total assets (end of year) | $175.6M |
| Participants | 1,831 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| PRINCIPAL FINANCIAL GROUP | Contract Administrator; Direct payment from the plan |

## Other plans from this sponsor

- D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN: https://planoptica.com/retirement/810439153-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/810439153-002
- Cite as: PlanOptica, https://planoptica.com/retirement/810439153-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers