Avantax Advisory Service

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

533

Total plan assets

$60.9M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "AVANTAX ADVISORY SERVICE"

View all 4 variants aggregated →

AVANTAX ADVISORY SERVICES48 AVANTAX ADVISORY SRVC3 AVANTAX ADVISORY SERVICE2 AVANTAX ADVISORY SERVICES D1

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Helwig Carbon Products, Inc. Helwig Carbon Products, Inc. Profit Sharing Retirement Plan · all filings	MILWAUKEE, WI	Other service providers	272	$33.4M	$21K	$0
Helwig Carbon Products, Inc. Helwig Carbon Products, Inc. Profit Sharing Retirement Plan · all filings	MILWAUKEE, WI	Other service providers	261	$27.5M	$28K	$0