AVANTAX RETIREMENT
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
92
Active participants
18,268
Total plan assets
$1.8B
Filings (rows)
92
Direct comp
$4.9M
Indirect comp
$0
Aggregating 3 name variants under "AVANTAX RETIREMENT"
SERVICES PROVIDED
Other91
Recordkeeper1
Top plans served
All 92 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL, IN | Other NA | 559 | $114.6M | $151K |
| BRADY MARTZ & ASSOCIATES, PC BRADY MARTZ & ASSOCIATES, PC RETIREMENT PLAN | MINOT, ND | Other NA | 423 | $108.2M | $117K |
| BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL, IN | Other NA | 547 | $101.2M | $147K |
| BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL, IN | Other NA | 514 | $84.0M | $88K |
| BRADY MARTZ & ASSOCIATES, PC BRADY MARTZ & ASSOCIATES, PC RETIREMENT PLAN | MINOT, ND | Other NA | 302 | $79.2M | $101K |
| HONKAMP KRUEGER & CO., P.C. HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST | DUBUQUE, IA | Other N/A | 347 | $66.3M | $130K |
| HONKAMP KRUEGER & CO., P.C. HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST | DUBUQUE, IA | Other N/A | 336 | $58.3M | $93K |
| YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW, MI | Other N/A | 243 | $50.3M | $102K |
| ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE, IL | Other NA | 389 | $50.0M | $74K |
| HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE, IN | Other N/A | 189 | $49.7M | $36K |
| HONKAMP KRUEGER & CO., P.C. HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST | DUBUQUE, IA | Other N/A | 258 | $48.3M | $86K |
| OLSEN THIELEN & CO., LTD OLSEN THIELEN & CO., LTD PROFIT SHARING & EMPLOYEE SAVINGS PLAN | ROSEVILLE, MN | Other NA | 100 | $47.2M | $115K |
| OLSEN THIELEN & CO., LTD OLSEN THIELEN & CO., LTD PROFIT SHARING & EMPLOYEE SAVINGS PLAN | ROSEVILLE, MN | Other NA | 112 | $46.5M | $94K |
| JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE, FL | Other NA | 269 | $44.3M | $123K |
| ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE, IL | Other NA | 364 | $42.9M | $49K |
| HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE, IN | Other N/A | 169 | $42.8M | $22K |
| YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW, MI | Other N/A | 226 | $42.6M | $80K |
| JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE, FL | Other NA | 286 | $38.9M | $109K |
| OLSEN THIELEN & CO., LTD OLSEN THIELEN & CO., LTD PROFIT SHARING & EMPLOYEE SAVINGS PLAN | ROSEVILLE, MN | Other NA | 111 | $38.0M | $80K |
| HARDING, SHYMANSKI & COMPANY, P.S.C. HARDING, SHYMANSKI & COMPANY 401(K) PLAN | EVANSVILLE, IN | Other N/A | 176 | $36.8M | $38K |
| YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW, MI | Other N/A | 219 | $35.1M | $72K |
| INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE, FL | Other N/A | 132 | $34.5M | $141K |
| ROCK VALLEY PHYSICAL THERAPY CENTER ROCK VALLEY PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | MOLINE, IL | Other NA | 370 | $33.7M | $46K |
| TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO, IL | Other N/A | 177 | $32.8M | $27K |
| INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE, FL | Other N/A | 129 | $27.6M | $101K |
| SMITH SCHAFER & ASSOCIATES, LTD. SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST | MINNEAPOLIS, MN | Other N/A | 101 | $26.2M | $37K |
| TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO, IL | Other N/A | 148 | $26.1M | $17K |
| SMITH SCHAFER AND ASSOCIATES, LTD. SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST | MINNEAPOLIS, MN | Other N/A | 97 | $23.8M | $51K |
| INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE, FL | Other N/A | 130 | $22.1M | $89K |
| TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO, IL | Other N/A | 127 | $19.4M | $0 |
| JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE, AL | Other N/A | 177 | $15.0M | $75K |
| WAPSIE VALLEY CREAMERY, INC. WAPSIE VALLEY CREAMERY, INC. PROFIT SHARING PLAN AND TRUST | INDEPENDENCE, IA | Other NA | 112 | $12.6M | $61K |
| WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | MINOT, ND | Other NA | 186 | $11.3M | $67K |
| JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE, AL | Other N/A | 175 | $11.3M | $62K |
| WAPSIE VALLEY CREAMERY, INC. WAPSIE VALLEY CREAMERY, INC. PROFIT SHARING PLAN AND TRUST | INDEPENDENCE, IA | Other NA | 111 | $10.8M | $53K |
| FAMILY MEDCENTERS, P.A. FAMILY MEDCENTERS, P.A. 401(K) PROFIT SHARING PLAN | DERBY, KS | Other NA | 75 | $10.0M | $54K |
| WAPSIE VALLEY CREAMERY, INC. WAPSIE VALLEY CREAMERY, INC. PROFIT SHARING PLAN AND TRUST | INDEPENDENCE, IA | Other NA | 108 | $9.9M | $52K |
| WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | MINOT, ND | Other NA | 183 | $9.5M | $64K |
| EXCHANGERIGHT REAL ESTATE, LLC EXCHANGERIGHT REAL ESTATE, LLC RETIREMENT TRUST | PASADENA, CA | Other NA | 135 | $9.5M | $73K |
| PNC, INC. PNC, INC. 401(K) RETIREMENT PLAN | POLO, IL | Other NA | 97 | $9.3M | $43K |
| JOSEPH L. ERTL, INC. DYERSVILLE DIE CAST 401(K) PLAN AND TRUST | DYERSVILLE, IA | Other N/A | 157 | $9.0M | $47K |
| OASYS, INC. OASYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HUNTSVILLE, AL | Recordkeeper RECORDKEEPER | 140 | $8.8M | $85K |
| PNC, INC. PNC, INC. 401(K) RETIREMENT PLAN | POLO, IL | Other NA | 119 | $8.5M | $37K |
| JOSEPH L. ERTL, INC. DYERSVILLE DIE CAST 401(K) PLAN AND TRUST | DYERSVILLE, IA | Other N/A | 173 | $8.5M | $50K |
| OASYS, INC. OASYS INC 401(K) PROFIT SHARING PLAN & TRUST | HUNTSVILLE, AL | Other N/A | 119 | $7.9M | $66K |
| 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN, ND | Other N/A | 202 | $7.8M | $66K |
| RAINBO OIL COMPANY RAINBO OIL CO. 401(K) PLAN | DUBUQUE, IA | Other N/A | 205 | $7.7M | $71K |
| BENNETTS CONTRACTING, INC. BENNETTS CARPETS, INC. 401(K) PROFIT SHARING PLAN | RUSSELL SPRINGS, KY | Other NA | 94 | $7.6M | $4K |
| PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP, SD | Other NA | 112 | $7.5M | $66K |
| WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | MINOT, ND | Other N/A | 169 | $7.4M | $250 |
| PNC, INC. PNC, INC. 401(K) RETIREMENT PLAN | POLO, IL | Other NA | 123 | $7.3M | $37K |
| PARTNERSHIP FOR STRONG FAMILIES, INC. EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC. | GAINESVILLE, FL | Other N/A | 149 | $7.3M | $48K |
| ADDOCO, INC. ADDOCO INC. EMPLOYEE RETIREMENT SAVINGS PLAN | PEOSTA, IA | Other NA | 105 | $7.2M | $40K |
| PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP, SD | Other NA | 116 | $6.9M | $54K |
| 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN, ND | Other N/A | 213 | $6.8M | $0 |
| PARTNERSHIP FOR STRONG FAMILIES, INC. EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC. | GAINESVILLE, FL | Other N/A | 186 | $6.7M | $40K |
| PARTNERSHIP FOR STRONG FAMILIES, INC. EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC. | GAINESVILLE, FL | Other N/A | 153 | $6.7M | $48K |
| BENNETTS CONTRACTING, INC. BENNETTS CARPETS, INC. 401(K) PROFIT SHARING PLAN | RUSSELL SPRINGS, KY | Other NA | 102 | $6.6M | $0 |
| PROCRAFT MECHANICAL INC. PROCRAFT MECHANICAL INC. 401(K) PLAN | BROOMFIELD, CO | Other NA | 83 | $6.3M | $40K |
| RAINBO OIL COMPANY RAINBO OIL CO. 401(K) PLAN | DUBUQUE, IA | Other N/A | 196 | $6.2M | $58K |
| PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN | PHILIP, SD | Other NA | 125 | $5.7M | $51K |
| 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN, ND | Other N/A | 204 | $5.3M | $38K |
| NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN, MN | Other NA | 198 | $5.2M | $51K |
| RAINBO OIL COMPANY RAINBO OIL CO. 401(K) PLAN | DUBUQUE, IA | Other N/A | 216 | $5.0M | $49K |
| GOOD NEIGHBOR SOCIETY GOOD NEIGHBOR SOCIETY EMPLOYEES' 401(K) PLAN | MANCHESTER, IA | Other NA | 177 | $4.9M | $44K |
| PERFECT GAME, INC. PERFECT GAME, INC. 401(K) PLAN | CEDAR RAPIDS, IA | Other NA | 160 | $4.7M | $44K |
| ERIK'S BIKE SHOP, INC. ERIK'S BIKE SHOP, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Other NA | 178 | $4.7M | $39K |
| NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN, MN | Other NA | 202 | $4.6M | $42K |
| GOOD NEIGHBOR SOCIETY GOOD NEIGHBOR SOCIETY EMPLOYEES' 401(K) PLAN | MANCHESTER, IA | Other NA | 155 | $4.2M | $34K |
| ERIK'S BIKE SHOP, INC. ERIK'S BIKE SHOP, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Other NA | 184 | $3.9M | $37K |
| NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN, MN | Other NA | 200 | $3.8M | $38K |
| JEW, INC. WEBER COMPANIES RETIREMENT PLAN | ZIONSVILLE, IN | Other NA | 159 | $3.7M | $35K |
| GOOD NEIGHBOR SOCIETY GOOD NEIGHBOR SOCIETY EMPLOYEES' 401(K) PLAN | MANCHESTER, IA | Other NA | 153 | $3.3M | $35K |
| RMS ENERGY CO. LLC RMS ENERGY CO. LLC 401(K) RETIREMENT PLAN | LITTLE FALLS, MN | Other NONE | 194 | $3.1M | $25K |
| KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD, IA | Other NA | 145 | $2.8M | $25K |
| EASTERN VAULT COMPANY, INC. EASTERN VAULT CO INC SUBSIDIARY 401(K) RET PLAN | PRINCETON, WV | Other NA | 353 | $2.7M | $27K |
| ROYTEC INDUSTRIES LLC ROYTEC INDUSTRIES LLC 401(K) PROFIT SHARING PLAN & TRUST | WOODSTOCK, GA | Other NA | 116 | $2.6M | $31K |
| FOOD FIGHT, INC. FOOD FIGHT, INC. 401(K) PROFIT SHARING PLAN | MONONA, WI | Other NA | 302 | $2.3M | $27K |
| ENERGY INSPECTION SERVICES, LLC ENERGY INSPECTION SERVICES 401(K) RETIREMENT PLAN | BAYFIELD, CO | Other NA | 146 | $2.3M | $23K |
| FRONTIER HOSPITALITY GROUP, LLC FRONTIER HOSPITALITY GROUP, LLC 401K SAVINGS PLAN | BETTENDORF, IA | Other NA | 79 | $2.1M | $18K |
| KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD, IA | Other NA | 150 | $2.1M | $16K |
| BB DIVERSIFIED SERVICES, LTD. BB DIVERSIFIED SERVICES, LTD SAFE HARBOR 401(K) | ROSEAU, MN | Other N/A | 112 | $2.0M | $8K |
| MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN | MEMPHIS, TN | Other N/A | 592 | $1.8M | $35K |
| FOOD FIGHT, INC. FOOD FIGHT, INC. 401(K) PROFIT SHARING PLAN | MONONA, WI | Other NA | 261 | $1.5M | $18K |
| MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN | MEMPHIS, TN | Other N/A | 579 | $1.5M | $43K |
| EASTERN VAULT COMPANY, INC. EASTERN VAULT CO INC SUBSIDIARY 401(K) RET PLAN | GREENVILLE, SC | Other NA | 0 | $1.4M | $28K |
| KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD, IA | Other NA | 143 | $1.4M | $13K |
| HOUSTON-JOHNSON INC. HOUSTON-JOHNSON INC. EMPLOYEES 401K PROFIT SHARING PLAN | LOUISVILLE, KY | Other NA | 198 | $1.3M | $16K |
| MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN | MEMPHIS, TN | Other N/A | 519 | $1.2M | $20K |
| FOOD FIGHT, INC. FOOD FIGHT, INC. 401(K) PROFIT SHARING PLAN | MONONA, WI | Other NA | 243 | $1.1M | $18K |
| ERIK'S BIKE SHOP, INC. ERIK'S BIKE SHOP, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Other NA | 0 | $0 | $38K |
| PROCRAFT MECHANICAL INC. PROCRAFT MECHANICAL INC. 401(K) PLAN | BROOMFIELD, CO | Other NA | 0 | $0 | $18K |