AVANTAX ADVISORY
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
54
Active participants
48,646
Total plan assets
$21.1B
Filings (rows)
54
Direct comp
$2.1M
Indirect comp
$240K
Aggregating 4 name variants under "AVANTAX ADVISORY"
SERVICES PROVIDED
Advisor / Consultant28
Other26
Top plans served
All 54 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 11,088 | $7.9B | $111K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,636 | $6.8B | $101K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SCPMG KEOGH PLAN | PASADENA, CA | Other NONE | 10,078 | $5.6B | $108K |
| GRASSLAND DAIRY PRODUCTS, INC. GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN | GREENWOOD, WI | Other NONE | 502 | $58.9M | $120K |
| GRASSLAND DAIRY PRODUCTS, INC. GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN | GREENWOOD, WI | Other NONE | 472 | $50.3M | $99K |
| CAJUN INDUSTRIES HOLDINGS, LLC CAJUN INDUSTRIES HOLDINGS, LLC 401(K) PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 1,576 | $49.4M | $0 |
| GRASSLAND DAIRY PRODUCTS, INC GRASSLAND DAIRY PRODUCTS, INC PROFIT SHARING PLAN | GREENWOOD, WI | Other NONE | 455 | $41.8M | $95K |
| CAJUN INDUSTRIES HOLDINGS, LLC CAJUN INDUSTRIES HOLDINGS, LLC 401(K) PLAN | BATON ROUGE, LA | Other SERVICE PROVIDER | 1,059 | $40.6M | $0 |
| BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN | WALLINGTON, NJ | Advisor / Consultant ADVISOR | 207 | $37.3M | $48K |
| CENTER FOR ORGAN RECOVERY & EDUCATION CENTER FOR ORGAN RECOVERY & EDUCATION 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 213 | $35.3M | $10K |
| HELWIG CARBON PRODUCTS, INC. HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | MILWAUKEE, WI | Other RETAINED BY CLIENT | 272 | $33.4M | $21K |
| BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN | WALLINGTON, NJ | Advisor / Consultant ADVISOR | 190 | $31.1M | $40K |
| HELWIG CARBON PRODUCTS, INC. HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | MILWAUKEE, WI | Other RETAINED BY CLIENT | 261 | $27.5M | $28K |
| BRANDMUSCLE HOLDINGS, INC. BRANDMUSCLE HOLDINGS, INC. 401 (K) PLAN | CHICAGO, IL | Other SERVICE PROVIDER | 383 | $25.3M | $0 |
| BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN | WALLINGTON, NJ | Advisor / Consultant ADVISOR | 171 | $25.2M | $41K |
| VIEMED, INC. VIEMED, INC. 401(K) PLAN | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,178 | $25.1M | $66K |
| VIEMED, INC. VIEMED, INC. 401(K) PLAN | LAFAYETTE, LA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 914 | $19.5M | $28K |
| THE YAFFE COMPANIES, INCORPORATED THE YAFFE COMPANIES INCORPORATED 401(K) PLAN | MUSKOGEE, OK | Other NONE | 276 | $18.5M | $92K |
| WILLMAR ELECTRIC SERVICE CORP. WILLMAR ELECTRIC 401(K) PLAN | WILLMAR, MN | Other NONE | 154 | $17.6M | $31K |
| TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | WHEELING, WV | Other INVESTMENT AD VISORY - PL | 220 | $15.4M | $35K |
| FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET, KY | Advisor / Consultant INVESTMENT ADVISOR | 732 | $15.0M | $69K |
| TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | WHEELING, WV | Other INVESTMENT AD VISORY - PL | 213 | $14.9M | $39K |
| THE YAFFE COMPANIES, INCORPORATED THE YAFFE COMPANIES INCORPORATED 401(K) PLAN | MUSKOGEE, OK | Other NONE | 265 | $14.7M | $37K |
| WILLMAR ELECTRIC SERVICE CORP. WILLMAR ELECTRIC 401(K) PLAN | WILLMAR, MN | Other PARTY-IN-INTEREST | 163 | $14.6M | $20K |
| WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC RETIREMENT | GREENWOOD, WI | Other NONE | 329 | $14.3M | $48K |
| TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | WHEELING, WV | Other INVESTMENT AD VISORY - PL | 205 | $13.3M | $20K |
| WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC RETIREMENT | GREENWOOD, WI | Other NONE | 314 | $12.5M | $39K |
| THE YAFFE COMPANIES, INCORPORATED THE YAFFE COMPANIES INCORPORATED 401(K) PLAN | MUSKOGEE, OK | Other NONE | 267 | $12.3M | $80K |
| FRANKLIN MANAGEMENT, INC. DON FRANKLIN AUTO 401(K) PLAN | SOMERSET, KY | Advisor / Consultant INVESTMENT ADVISOR | 682 | $11.5M | $61K |
| WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC. RETIREMENT PLAN | GREENWOOD, WI | Other NONE | 283 | $10.2M | $37K |
| CYBERPOWER INC. CYBERPOWER, INC. 401(K) PLAN | CITY OF INDUSTRY, CA | Advisor / Consultant INVESTMENT ADVISOR | 211 | $9.6M | $100K |
| SOUTHERN STAR, INC. SOUTHERN STAR, INC. RETIREMENT SAVINGS PLAN | POTEAU, OK | Advisor / Consultant INVESTMENT ADVISOR | 212 | $8.6M | $41K |
| EVERSERVICE HOLDINGS, LLC EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 420 | $8.6M | $12K |
| CYBERPOWER INC. CYBERPOWER, INC. 401(K) PLAN | CITY OF INDUSTRY, CA | Advisor / Consultant INVESTMENT ADVISOR | 202 | $7.9M | $79K |
| SOUTHERN STAR, INC. SOUTHERN STAR, INC. RETIREMENT SAVINGS PLAN | POTEAU, OK | Advisor / Consultant INVESTMENT ADVISOR | 202 | $7.0M | $41K |
| EVERSERVICE HOLDINGS, LLC EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 461 | $6.7M | $18K |
| LEWIS MANAGEMENT, INC. LEWIS MANAGEMENT, INC. 401(K) PLAN | FAYETTEVILLE, AR | Advisor / Consultant INVESTMENT ADVISORY | 39 | $6.7M | $6K |
| CYBERPOWER INC. CYBERPOWER, INC. 401(K) PLAN | CITY OF INDUSTRY, CA | Advisor / Consultant INVESTMENT ADVISOR | 198 | $6.3M | $74K |
| HIGHLANDS AUTOMOTIVE HOLDINGS, INC. HIGHLANDS AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | TRIADELPHIA, WV | Advisor / Consultant INVESTMENT ADVISORY | 155 | $5.6M | $17K |
| HIGHLANDS AUTOMOTIVE HOLDINGS, INC. HIGHLANDS AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | TRIADELPHIA, WV | Advisor / Consultant INVESTMENT ADVISORY | 136 | $4.8M | $14K |
| NEXA RECEPTIONISTS HOLDINGS, LLC NEXA RECEPTIONISTS 401(K) PROFIT SHARING PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 468 | $4.6M | $15K |
| MEDICAL ASSETS HOLDING COMPANY, LLC MEDICAL ASSETS HOLDING COMPANY, LLC 401(K) PROFIT SHARING TRUST | LITTLE ROCK, AR | Other NONE | 138 | $4.5M | $6K |
| BOARD OF TRUSTEES OF ALLIED SECURITY HEALTH & WELFARE FUND ALLIED SECURITY HEALTH & WELFARE FUND | MINEOLA, NY | Other NONE | 725 | $4.3M | $16K |
| BOARD OF TRUSTEES OF ALLIED SECURITY PENSION FUND ALLIED SECURITY PENSION FUND | MINEOLA, NY | Other NONE | 79 | $3.7M | $7K |
| VENUS CONSTRUCTION COMPANY VENUS CONSTRUCTION COMPANY 401(K) PLAN | MANSFIELD, TX | Advisor / Consultant ADVISOR | 145 | $3.1M | $0 |
| HYPERFORM, INC. HYPERFORM, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE, FL | Advisor / Consultant INVESTMENT ADVISOR | 113 | $2.9M | $6K |
| HARRELL'S NURSERY, INC. HARRELL'S NURSERY, INC. 401(K) PROFIT SHARING PLAN | PLANT CITY, FL | Advisor / Consultant INVESTMENT ADVISORY | 140 | $2.8M | $35K |
| THE SHOOK HOME THE SHOOK HOME 401K PLAN | CHAMBERSBURG, PA | Other SERVICE PROVIDER | 95 | $2.5M | $2K |
| HYPERFORM, INC. HYPERFORM, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE, FL | Advisor / Consultant INVESTMENT ADVISOR | 178 | $2.5M | $6K |
| WILSON & ASSOCIATES, PLLC WILSON & ASSOCIATES 401(K) PROFIT SHARING PLAN | LITTLE ROCK, AR | Advisor / Consultant ADVISOR | 75 | $2.0M | $13K |
| PACIFIC VIAL MFG., INC. PACIFIC VIAL MFG. INC. 401(K) PROFIT SHARING PLAN | COMMERCE, CA | Advisor / Consultant INVESTMENT ADVISOR | 76 | $1.5M | $14K |
| K-MARKET, INC. K-MARKET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SPRING CREEK, NV | Advisor / Consultant INVESTMENT ADVISORY | 106 | $1.4M | $14K |
| AMERICA ROOFING LLC AMERICA ROOFING 401(K) PLAN | PHOENIX, AZ | Advisor / Consultant INVESTMENT ADVISORY | 314 | $685K | $2K |
| ENCORE OILFIELD SERVICES ENCORE OILFIELD SERVICES 401K PLAN | KINGWOOD, TX | Advisor / Consultant FIDUCIARY ADVISOR | 0 | $0 | $27K |