CHIN PO AVANTAX ADVISORY 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

307

Total plan assets

$11.6M

Filings (rows)

Direct comp

$50K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PRICETRACE LLC DM GROUP 401K PLAN	RICHARDSON, TX	Advisor / Consultant FIDUCIARY ADVISOR	88	$5.0M	$22K
PRICETRACE LLC DM GROUP 401K PLAN	RICHARDSON, TX	Advisor / Consultant FIDUCIARY ADVISOR	108	$3.9M	$16K
PRICETRACE LLC DM GROUP 401K PLAN	RICHARDSON, TX