· 2022–2024 · DOL EFAST2
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AVANTAX FINANCIAL SERVICES — Form 5500 Service Provider Profile | Form 5500 Search
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AVANTAX FINANCIAL SERVICES
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
1
Active participants
249
Total plan assets
$17.7M
Filings (rows)
1
Direct comp
$10K
Indirect comp
$0
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
BOT OF SMART LOCAL 137 INSURANCE FUND
SMART LOCAL 137 INSURANCE FUND
LONG ISLAND CITY, NY
Other service providers
249
$17.7M
$10K
$0
