Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Avantax Advisory Services
Avantax Advisory Services
- Service provider, as named on Schedule C
- EIN 752176682
- Plan year 2024
- Direct compensation reported $487,378
Assets of those plans
$230,582,825
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$487,378
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 7 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 64 | Recordkeeping fees | 3 |
| 49 | Other services | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Grassland Dairy Products Profit Sharing Plan | Grassland Dairy Products | $58,861,614 | 563 | $119,869 |
| Bogush/wallington Plumbing 401(k) Retirement Savings Plan | Bogush | $37,261,948 | 211 | $48,037 |
| Viemed, Inc. 401(k) Plan | Viemed | $25,101,348 | 552 | $66,214 |
| Colt Services, LP 401(k) Profit Sharing Planrecordkeeper | Colt Services | $18,391,745 | 234 | $27,874 |
| Willmar Electric 401(k) Plan | Willmar Electric Service | $17,598,299 | 221 | $31,227 |
| Team Sledd, LLC Employees' 401(k) Profit Sharing Plan | Team Sledd | $14,878,878 | 125 | $38,707 |
| West Point Dairy Products, LLC Retirement | West Point Dairy Products | $14,337,380 | 399 | $48,253 |
| Windsor Learning Center, Inc. 401(k) Profit Sharing Plan | Windsor Learning Center | $10,760,144 | 108 | $32,873 |
| JPW Riggers, Inc. Retirement Savings Plan | JPW Riggers | $10,540,434 | 133 | $7,000 |
| Everservice Holdings, LLC 401(k) Profit Sharing Plan | Everservice Holdings | $8,550,532 | 258 | $11,798 |
| Highlands Automotive Holdings, Inc. 401(k) Plan | Highlands Automotive Holdings | $5,571,508 | 111 | $17,214 |
| Home and Body Company 401(k) Profit Sharing Planrecordkeeper | Home and Body | $4,704,038 | 102 | $19,228 |
| Hope Academy, Inc. 401(k) Planrecordkeeper | Hope Academy | $2,554,573 | 148 | $5,040 |
| Pacific Vial MFG. Inc. 401(k) Profit Sharing Plan | Pacific Vial MFG. | $1,470,384 | 135 | $14,044 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.