Avantax Advisory Services — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Avantax Advisory Services is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $164,020 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $164,020
- Reported indirect compensation
- $0
- Total reported compensation
- $164,020
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Grassland Dairy Products, Inc. | WI | 1 | $98,697 |
| West Point Dairy Products, LLC | WI | 1 | $39,353 |
| Willmar Electric Service Corp. | MN | 1 | $20,142 |
| Medical Assets Holding Company, LLC | AR | 1 | $5,828 |
| Venus Construction Company | TX | 1 | $0 |
State footprint
Plans reporting Avantax Advisory Services are sponsored in WI (2), AR (1), MN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Grassland Dairy Products, Inc. | Grassland Dairy Products Profit Sharing Plan | 2023 | $98,697 | not reported in the loaded dataset |
| West Point Dairy Products, LLC | West Point Dairy Products, LLC Retirement | 2023 | $39,353 | not reported in the loaded dataset |
| Willmar Electric Service Corp. | Willmar Electric 401(K) Plan | 2023 | $20,142 | not reported in the loaded dataset |
| Medical Assets Holding Company, LLC | Medical Assets Holding Company, LLC 401(K) Profit Sharing Trust | 2023 | $5,828 | $0 |
| Venus Construction Company | Venus Construction Company 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Grassland Dairy Products Profit Sharing Plan (plan 001)
- Grassland Dairy Products, Inc. — all reported plans
- West Point Dairy Products, LLC Retirement (plan 001)
- West Point Dairy Products, LLC — all reported plans
- Willmar Electric 401(K) Plan (plan 001)
- Willmar Electric Service Corp. — all reported plans
- Medical Assets Holding Company, LLC 401(K) Profit Sharing Trust (plan 001)
- Medical Assets Holding Company, LLC — all reported plans
- Venus Construction Company 401(K) Plan (plan 001)
- Venus Construction Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources