Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Da Davidson & Co.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Da Davidson & Co. is named as a service provider on the Schedule C of 69 retirement plans with 100 or more participants for plan year 2024, covering 35,830 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.5M. Per plan, the median was $91.09 per participant, with the middle half of plans between $57.29 and $140. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Nebraska (31), Washington (9) and Montana (7).
In 2009 it appeared on 10 such filings; in 2024, 69. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $57.29 | $91.09 | $140 |
| Compensation as a share of plan net assets | 0.08% | 0.18% | 0.26% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Loyola Marymount University Defined Contribution Retirement Plan | Loyola Marymount University | CA | 4,063 | $538M | $6,736 |
| Olsson, Inc. 401(k) Profit Sharing Plan | Oei, Inc. | NE | 2,572 | $277M | $135K |
| Bozeman Health Retirement Plan | Bozeman Deaconess Health Services DBA Bozeman Health | MT | 2,409 | $99.1M | $129K |
| The 401(k) Plan and Employee Trust of Airlite Plastics Co. | Airlite Plastics Co. | NE | 1,741 | $80.8M | $49K |
| Behlen Mfg. Co. 401(k) Plan | Behlen Mfg. Co. | NE | 1,309 | $79.3M | $30K |
| Tabitha Employee 401(k) Plan | Tabitha, Inc. | NE | 1,165 | $26.3M | $36K |
| Barrios Technology 401(k) Profit Sharing Plan | Barrios Technology | TX | 1,082 | $135M | $153K |
| Workwave LLC 401(k) Retirement Plan | Workwave LLC | NJ | 1,015 | $89.6M | $19K |
| Nim 401(k) Plan | Norfolk Iron & Metal Company | NE | 984 | $78.0M | $55K |
| Cowles Company 401(k) Plan | Cowles Company | WA | 924 | $76.6M | $64K |
| R.C. Hunt Electric, Inc. 401(k) Plan | R.C. Hunt Electric, Inc. | UT | 870 | $26.4M | $56K |
| Tri-State Memorial Hospital, Inc. Retirement Plan | Tri-State Memorial Hospital, Inc. | WA | 836 | $48.8M | $70K |
| Campbell Scientific, Inc. 401(k) Profit Sharing Plan | Campbell Scientific, Inc. | UT | 780 | $38.7M | $0 |
| National Arbor Day Foundation 401(k) Plan and Trust | National Arbor Day Foundation | NE | 615 | $19.5M | $36K |
| University First Federal Credit Union 401(k) Retirement Plan | University First Federal Credit Union | UT | 576 | $37.1M | $82K |
| Streck LLC Retirement Plan | Streck, LLC | NE | 568 | $71.4M | $55K |
| TSL Company Holdings, Ltd. Profit Sharing & Savings Plan | TSL Company Holdings, Ltd. | NE | 554 | $23.5M | $40K |
| D. L. Willie Employee Retirement Plan | Oasis Stopn Go LLC | ID | 519 | $3.1M | $12K |
| Tactical Air Support, Inc. Retirement Plan | Tactical Air Support, Inc. | NV | 513 | $30.3M | $25K |
| Five Acres 401(k) Plan | Five Acres-The Boys & Girls Aid Society of la Los Angeles County | CA | 509 | $24.9M | $55K |
| Buck Knives, Inc. Profit Sharing and Retirement Plan | Buck Knives, Inc. | ID | 441 | $12.8M | $24K |
| Consolidated Supply Co., Inc. Employee Retirement Plan | Consolidated Supply Co., Inc. | NE | 429 | $22.2M | $25K |
| The Tire Guys 401(k) Plan | The Tire Guys, Inc. | MT | 428 | $13.9M | $32K |
| Fmne Insurance Company 401(k) Savings Plan | Fmne Insurance Company | NE | 371 | $81.4M | $32K |
| Spartan Management, LLC 401(k) Plan | Spartan Management LLC | OR | 366 | $4.2M | $18K |
| Cowles Company Retirement Plan | Cowles Company | WA | 365 | $86.9M | $34K |
| Do Life Better 401(k) Plan | Health & Rehab Solutions, Inc. | MT | 356 | $7.1M | $24K |
| Painters Local No. 109 Pension Fund | Board of Trustees of Painters Local No. 109 Pension Trust | NE | 349 | $19.0M | $112K |
| Werner Affiliated Companies Employees Savings Trust | Werner Construction Co. | NE | 341 | $14.2M | $27K |
| Drake-Williams Steel Profit Sharing Plan | Drake-Williams Steel, Inc. | NE | 340 | $19.5M | $21K |
| Klamath Child and Family Treatment Center Retirement Plan | Klamath Child and Family Treatment Center Inc. | OR | 312 | $8.0M | $28K |
| Distribution Management Systems, Inc. 401(k) Profit Sharing Plan | Distribution Management Systems, Inc. | NE | 301 | $47.6M | $45K |
| West Gate Bank Profit Sharing 401(k) Plan | West Gate Bank | NE | 291 | $21.9M | $28K |
| Wasatch Pediatrics, Inc. 401(k) Profit Sharing Plan | Wasatch Pediatrics, Inc. | UT | 283 | $68.8M | $50K |
| Rogers Motors, Inc. Profit Sharing Retirement Plan | Rogers Motors, Inc. | ID | 282 | $10.3M | $39K |
| Neptune Aviation Savings and Investment Plan | Neptune Aviation Services Inc. | MT | 267 | $28.7M | $58K |
| Stephens and Smith Construction 401(k) Plan | Stephens and Smith Construction | NE | 266 | $13.1M | $27K |
| Child Saving Institute Retirement Plan | Child Saving Institute, Inc. | NE | 263 | $4.6M | $23K |
| Mercy Flights Incorporated Retirement Plan and Trust | Mercy Flights Incorporated | OR | 262 | $10.4M | $28K |
| Addium 401(k) Plan | Addium, Inc. | WA | 261 | $18.3M | $46K |
Questions and answers
How many plans does Da Davidson & Co. serve?
69 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Da Davidson & Co.?
The median plan reported $91.09 per participant in direct and indirect compensation (68 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (55 plans), Investment advisory (participants) (10 plans), Consulting (pension) (4 plans) and Participant communication (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.