D A Davidson & Co Inc
Great Falls, MT
D A Davidson & Co Inc of Great Falls, MT is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,585 in reported broker commissions (plan year 2024).
Quick answer
D A Davidson & Co Inc (Great Falls, MT) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does D A Davidson & Co Inc have?
- D A Davidson & Co Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are D A Davidson & Co Inc's largest employer clients?
- By plan participants, the largest include Spartan Management LLC (355 participants).
- How much does D A Davidson & Co Inc earn in commissions?
- Insurers reported $1,585 in broker commissions paid to D A Davidson & Co Inc for plan year 2024, per Schedule A Part 1.
- Where is D A Davidson & Co Inc located?
- D A Davidson & Co Inc is based in Great Falls, MT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming D A Davidson & Co Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Spartan Management LLC | OR | 355 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.