13 additional years of work Up to $181,200 in lost retirement savings.Davidson Companies Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component and ESOP component. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Total Plan Cost. Davidson Companies Employee Stock Ownership Plan currently has over 1,100 active participants and over $56.5M in plan assets.
| 1. | Total Company Stock | 100% |
| Address |
P.O. Box 5015
8 Third Street North Great Falls, MT 59401 |
| Industry | Securities Brokerage |
| Administrator | John Bebee |
| Net Plan Assets | $56,500,000 |
| Total Participants | 1,100 |
| Avg Account Balance | $54,000 |
| First Command Financial Planning | 81.8 |
| Sterne Agee Group | 80.6 |
| HL Financial Services, LLC | 79.2 |
| Smart Investor Services | 75.9 |
| Newport Service | 72.7 |
| Raymond James Financial | 59.7 |
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