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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pricetrace LLC DM Group 401(k) Plan · all filings	RICHARDSON, TX	Advisor / Consultant	88	$5.0M	$22K	$0
Pricetrace LLC DM Group 401(k) Plan · all filings	RICHARDSON, TX	Advisor / Consultant	108	$3.9M	$16K	$0
Pricetrace LLC DM Group 401(k) Plan · all filings	RICHARDSON, TX	Advisor / Consultant	111	$2.7M	$12K	$0