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

Active participants

249

Total plan assets

$17.7M

Filings (rows)

Direct comp

$10K

Indirect comp

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOT of Smart Local 137 Insurance Fund Smart Local 137 Insurance Fund · all filings	LONG ISLAND CITY, NY	Other service providers	249	$17.7M	$10K	$0