AVANTAX PLANNING PARTNERS
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
27,132
Total plan assets
$8.9B
Filings (rows)
17
Direct comp
$669K
Indirect comp
$0
SERVICES PROVIDED
Other9
Recordkeeper7
Advisor / Consultant1
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA, NE | Other NONE | 11,364 | $6.3B | $8K |
| BLACK HILLS CORPORATION BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | RAPID CITY, SD | Other NONE | 2,830 | $811.2M | $17K |
| BLACK HILLS CORPORATION BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | RAPID CITY, SD | Other NONE | 2,878 | $727.0M | $14K |
| BLACK HILLS CORPORATION BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | RAPID CITY, SD | Other NONE | 2,975 | $615.3M | $14K |
| ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS, LA | Other NONE | 339 | $212.9M | $10K |
| NORTHWEST FINANCIAL CORP NFC 401(K) PLAN | ARNOLDS PARK, IA | Other NONE | 409 | $65.6M | $94K |
| NORTHWEST FINANCIAL CORP NFC 401(K) PLAN | ARNOLDS PARK, IA | Other NONE | 397 | $58.7M | $82K |
| NORTHWEST FINANCIAL CORP NFC 401(K) PLAN | ARNOLDS PARK, IA | Other NONE | 396 | $51.7M | $71K |
| GRAND INDUSTRIAL, LLC GRAND TRADITIONS 401(K) PLAN | INDIANAPOLIS, IN | Recordkeeper RECORDKEEPER | 927 | $10.5M | $80K |
| HYDROMAX USA, L.L.C. HYDROMAX USA, L.L.C. 401(K) PROFIT SHARING PLAN | FLOWER MOUND, TX | Recordkeeper ADMIN RECORDKEEPER | 448 | $8.6M | $68K |
| GRAND INDUSTRIAL, LLC GRAND TRADITIONS 401(K) PLAN | INDIANAPOLIS, IN | Recordkeeper RECORDKEEPER | 956 | $8.2M | $72K |
| PINNACLE FIT CLUBS, LLC PINNACLE FIT CLUBS, LLC RETIREMENT PLAN | ROSEMONT, IL | Recordkeeper RECORDKEEPER | 1,079 | $3.4M | $32K |
| PINNACLE FIT CLUBS, LLC PINNACLE FIT CLUBS, LLC RETIREMENT PLAN | ROSEMONT, IL | Recordkeeper RECORDKEEPER | 915 | $2.8M | $30K |
| PLANET FIT INDY 10 LLC PLANET FIT INDY 10 LLC RETIREMENT PLAN | ROSEMONT, IL | Recordkeeper RECORDKEEPER | 908 | $2.3M | $23K |
| MCBH, LLC MEDICAL CENTER BARBOUR 401(K) RETIREMENT PLAN | EUFAULA, AL | Recordkeeper RECORDKEEPER | 186 | $2.0M | $5K |
| ANDERSON ZURMUEHLEN & CO., P.C. ANDERSON ZURMUEHLEN & CO., P.C. 401K PROFIT SHARING PLAN & TRUST | HELENA, MT | Advisor / Consultant INVESTMENT ADVISOR | 25 | $1.4M | $34K |
| BLACK DIAMOND TERMITE AND PEST CONTROL, INC. BLACK DIAMOND TERMITE AND PEST CONTROL, INC. 401(K) PLAN | JEFFERSONVILLE, IN | Other NONE | 100 | $1.3M | $16K |