AVANTAX INVESTMENT
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
17
Active participants
4,290
Total plan assets
$235.8M
Filings (rows)
19
Direct comp
$207K
Indirect comp
$125K
Aggregating 2 name variants under "AVANTAX INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant10
Other5
Broker3
Top plans served
Showing top 19 of 17 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 489 | $47.5M | $64K |
| GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 555 | $37.9M | $49K |
| GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 555 | $37.9M | $0 |
| GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 555 | $29.2M | $51K |
| GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS, TX | Advisor / Consultant BROKER/ADVISOR | 555 | $29.2M | $0 |
| UNITED AUDIT SYSTEMS INC. UNITED AUDIT SYSTEMS,INC. SAVINGS & INVESTMENT PLAN | CINCINNATI, OH | Other OTHER SERVICES | 466 | $25.6M | $0 |
| UNITED AUDIT SYSTEMS INC. UNITED AUDIT SYSTEMS,INC. SAVINGS & INVESTMENT PLAN | CINCINNATI, OH | Other OTHER SERVICES | 396 | $23.6M | $0 |
| UNITED AUDIT SYSTEMS INC. UNITED AUDIT SYSTEMS,INC. SAVINGS & INVESTMENT PLAN | CINCINNATI, OH | Other OTHER SERVICES | 375 | $21.9M | $0 |
| ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH, AR | Advisor / Consultant INVESTMENT ADVISOR | 162 | $14.4M | $16K |
| WINDSOR LEARNING CENTER, INC. WINDSOR LEARNING CENTER, INC. 401(K) PROFIT SHARING PLAN | POMPTON LAKES, NJ | Other OTHER SERVICES | 101 | $10.3M | $0 |
| MARGIOTTI & KROLL PEDIATRICS, P.C. MARGIOTTI & KROLL PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN | TREVOSE, PA | Advisor / Consultant INVESTMENT ADVISOR | 80 | $8.1M | $18K |
| CARDINAL SERVICES, LLC CARDINAL SERVICES 401(K) & PSP | NEW IBERIA, LA | Other SERVICE PROVIDER | 192 | $6.7M | $0 |
| RICHSMITH DEVELOPMENT, LLC RICHSMITH DEVELOPMENT, LLC 401(K) RETIREMENT PLAN | NORTH LITTLE ROCK, AR | Advisor / Consultant INVESTMENT ADVISOR | 322 | $5.6M | $99 |
| ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH, AR | Advisor / Consultant INVESTMENT ADVISOR | 185 | $2.1M | $8K |
| TF FITNESS OPCO LLC TF FITNESS OPCO LLC, 401(K) PLAN | COPPELL, TX | Advisor / Consultant ADVISOR | 48 | $1.2M | $0 |
| TF FITNESS OPCO LLC TF FITNESS OPCO LLC, 401(K) PLAN | COPPELL, TX | Advisor / Consultant ADVISOR | 243 | $1.1M | $0 |
| VONLANE HOLDINGS, LLC VONLANE, LLC 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 121 | $618K | $0 |
| VONLANE HOLDINGS, LLC VONLANE, LLC 401(K) PLAN | DALLAS, TX | Broker BROKER/ADVISER | 0 | $0 | $0 |
| DATAONE SYSTEMS, LLC DATAONE SYSTEMS 401(K) PLAN | DALLAS, TX | Advisor / Consultant BROKER/ADVISOR | 0 | $0 | $0 |