Avantax

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

1,197

Total plan assets

$208.1M

Filings (rows)

Direct comp

$405K

Indirect comp

Showing only "AVANTAX"

View all 14 variants aggregated →

AVANTAX RETIREMENT PLAN SERVICES85 AVANTAX ADVISORY SERVICES48 AVANTAX PLANNING PARTNERS17 AVANTAX INSURANCE AGENCY12 AVANTAX WEALTH MANAGEMENT11 AVANTAX INVESTMENT SERVICES10 AVANTAX INVESTMENT SERVICES DBA7

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ORA Orthopedics, P.C. ORA Orthopedics, P.C. 401(k) Savings Plan · all filings	BETTENDORF, IA	Other service providers	399	$78.0M	$146K	$0
ORA Orthopedics, P.C. ORA Orthopedics, P.C. 401(k) Savings Plan · all filings	BETTENDORF, IA	Other service providers	333	$67.4M	$111K	$0
ORA Orthopedics, P.C. ORA Orthopedics, P.C. 401(k) Savings Plan · all filings	BETTENDORF, IA	Other service providers	300	$56.5M	$109K	$0
Community Options for Residential and Employment Services, Inc. Community Options Safe Harbor 401(k) Profit Sharing Plan · all filings	BISMARCK, ND	Other service providers	165	$6.2M	$39K	$0