Plans listing this provider
31
0.05% of the 56,420 plans with Schedule H financials; 35 in 2023
Providers › Avantax Retirement Plan Services
Avantax Retirement Plan Services
- Service provider, as named on Schedule C
- EIN 421447865
- Plan year 2024
- Direct compensation reported $2,202,547
Assets of those plans
$1,717,437,748
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
28
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,202,547
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 30 |
| 27 | Investment advisory (plan) | 29 |
| 51 | Investment management fees paid directly by plan | 29 |
| 15 | Recordkeeping and information management | 28 |
| 16 | Consulting (general) | 28 |
| 64 | Recordkeeping fees | 28 |
| 65 | Account maintenance fees | 28 |
| 28 | Investment management | 27 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Black Hills Corporation 401(k) Retirement Savings Plan | Black Hills | $811,221,285 | 3,669 | $16,930 |
| Brady Martz & Associates, PC Retirement Planrecordkeeper | Brady Martz & Associates | $126,092,791 | 501 | $128,147 |
| Blue & Co. 401(k) Planrecordkeeper | Blue | $114,648,980 | 655 | $151,165 |
| Ora Orthopedics, P.C. 401(k) Savings Planrecordkeeper | Ora Orthopedics | $77,953,410 | 490 | $146,427 |
| Honkamp Krueger & Co 401(k) Profit Sharing Plan and Trustrecordkeeper | Honkamp Krueger | $66,332,193 | 433 | $129,708 |
| NFC 401(k) Plan | Northwest Financial | $65,633,390 | 488 | $93,702 |
| James Moore & Co., P.L. 401(k) Retirement Planrecordkeeper | James Moore & Co. P.L. | $52,239,168 | 346 | $107,583 |
| Yeo and Yeo 401(k) Planrecordkeeper | Yeo & Yeo Employees | $50,251,713 | 271 | $102,120 |
| Rock Valley Physical Therapy Center 401(k) Profit Sharing Planrecordkeeper | Rock Valley Physical Therapy Center | $49,956,360 | 463 | $74,206 |
| Harding, Shymanski & Company 401(k) Planrecordkeeper | Harding Shymanski & Company P.S.C. | $49,749,846 | 205 | $35,730 |
| Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Planrecordkeeper | Olsen Thielen | $47,193,056 | 140 | $114,558 |
| Interventional Cardiologists of Gainesville, P.A. 401(k) Profit Sharing Planrecordkeeper | Interventional Cardiologists of Gainesville | $34,488,168 | 130 | $141,117 |
| Topel Forman, L.L.C. Employees' Savings Opportunity Planrecordkeeper | Topel Forman | $32,832,135 | 208 | $27,296 |
| Jesse Stutts, Inc. Profit Sharing Planrecordkeeper | Jesse Stutts | $17,935,870 | 221 | $72,640 |
| Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trustrecordkeeper | Wapsie Valley Creamery | $12,615,775 | 127 | $60,987 |
| A to Z Drying, Inc. Profit Sharing Plan | A to Z Drying | $12,440,148 | 118 | $29,624 |
| Westlie Motor Company 401(k) Profit Sharing Planrecordkeeper | Westlie Motor | $11,337,379 | 148 | $67,242 |
| Grand Traditions 401(k) Planrecordkeeper | Grand Industrial | $10,454,581 | 387 | $79,828 |
| Exchangeright Real Estate, LLC Retirement Trustrecordkeeper | Exchangeright Real Estate | $9,506,971 | 165 | $73,496 |
| PNC, Inc. 401(k) Retirement Planrecordkeeper | PNC | $9,332,978 | 113 | $42,915 |
| 4 Bears Casino & Lodge 401(k) Planrecordkeeper | 4 Bears Casino & Lodge | $7,781,659 | 136 | $65,777 |
| Rainbo Oil Co. 401(k) Planrecordkeeper | Rainbo Oil | $7,728,450 | 230 | $71,227 |
| Philip Health Services, Inc. Retirement Planrecordkeeper | Philip Health Services | $7,504,630 | 134 | $66,269 |
| Employee Benefit Plan of Partnership for Strong Families, Inc.recordkeeper | Partnership for Strong Families | $7,312,082 | 193 | $48,219 |
| Community Options Safe Harbor 401(k) Profit Sharing Planrecordkeeper | Community Options for Residential and Employment Services | $6,208,500 | 127 | $38,728 |
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.