Avantax Retirement Plan 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 Retirement Plan Services is reported as a service provider on 29 loaded Form 5500 filing(s) across 29 plan sponsor(s) and 29 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,475,085 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,475,085
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,475,085
- Filings
- 29
- Plan sponsors
- 29
- Plans
- 29
- 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 |
|---|---|---|---|
| Blue & Co., LLC | IN | 1 | $146,825 |
| James Moore & Co., P.L. | FL | 1 | $122,631 |
| Brady Martz & Associates, Pc | ND | 1 | $116,980 |
| Olsen Thielen & Co., Ltd | MN | 1 | $93,939 |
| Oasys, Inc. | AL | 1 | $85,409 |
| Yeo & Yeo Employees, Inc. | MI | 1 | $80,287 |
| Jesse Stutts, Inc. | AL | 1 | $74,637 |
| Westlie Motor Company | ND | 1 | $63,897 |
| Rainbo Oil Company | IA | 1 | $57,926 |
| Philip Health Services, Inc. | SD | 1 | $53,890 |
State footprint
Plans reporting Avantax Retirement Plan Services are sponsored in IA (5), MN (5), ND (3), IL (3), IN (2), FL (2), AL (2), WI (1), CO (1), KY (1), MI (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Blue & Co., LLC | Blue & Co. 401(K) Plan | 2023 | $146,825 | not reported in the loaded dataset |
| James Moore & Co., P.L. | James Moore & Co., P.L. 401(K) Retirement Plan | 2023 | $122,631 | not reported in the loaded dataset |
| Brady Martz & Associates, Pc | Brady Martz & Associates, Pc Retirement Plan | 2023 | $116,980 | not reported in the loaded dataset |
| Olsen Thielen & Co., Ltd | Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan | 2023 | $93,939 | not reported in the loaded dataset |
| Oasys, Inc. | Oasys, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $85,409 | not reported in the loaded dataset |
| Yeo & Yeo Employees, Inc. | Yeo And Yeo 401(K) Plan | 2023 | $80,287 | not reported in the loaded dataset |
| Jesse Stutts, Inc. | Jesse Stutts, Inc. Profit Sharing Plan | 2023 | $74,637 | not reported in the loaded dataset |
| Westlie Motor Company | Westlie Motor Company 401(K) Profit Sharing Plan | 2023 | $63,897 | not reported in the loaded dataset |
| Rainbo Oil Company | Rainbo Oil Co. 401(K) Plan | 2023 | $57,926 | not reported in the loaded dataset |
| Philip Health Services, Inc. | Philip Health Services, Inc. Retirement Plan | 2023 | $53,890 | not reported in the loaded dataset |
| Wapsie Valley Creamery, Inc. | Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust | 2023 | $53,269 | not reported in the loaded dataset |
| Rock Valley Physical Therapy Center | Rock Valley Physical Therapy Center 401(K) Profit Sharing Plan | 2023 | $48,640 | not reported in the loaded dataset |
| Partnership For Strong Families, Inc. | Employee Benefit Plan Of Partnership For Strong Families, Inc. | 2023 | $48,461 | not reported in the loaded dataset |
| Joseph L. Ertl, Inc. | Dyersville Die Cast 401(K) Plan And Trust | 2023 | $47,213 | not reported in the loaded dataset |
| Memphis Goodwill Inc. | Memphis Goodwill Inc. 403b Retirement Plan | 2023 | $43,092 | not reported in the loaded dataset |
| New Challenges, Inc. | New Challenges Employees' Retirement Plan | 2023 | $41,715 | not reported in the loaded dataset |
| Erik'S Bike Shop, Inc. | Erik'S Bike Shop, Inc. 401(K) Retirement Plan | 2023 | $39,397 | not reported in the loaded dataset |
| Smith Schafer & Associates, Ltd. | Smith Schafer And Associates, Ltd. 401(K) Plan And Trust | 2023 | $37,327 | not reported in the loaded dataset |
| Pnc, Inc. | Pnc, Inc. 401(K) Retirement Plan | 2023 | $36,604 | not reported in the loaded dataset |
| Good Neighbor Society | Good Neighbor Society Employees' 401(K) Plan | 2023 | $33,709 | not reported in the loaded dataset |
| Eastern Vault Company, Inc. | Eastern Vault Co Inc Subsidiary 401(K) Ret Plan | 2023 | $28,497 | not reported in the loaded dataset |
| Rms Energy Co. LLC | Rms Energy Co. LLC 401(K) Retirement Plan | 2023 | $25,175 | not reported in the loaded dataset |
| Harding, Shymanski & Company, P.S.C. | Harding, Shymanski & Company 401(K) Plan | 2023 | $22,396 | not reported in the loaded dataset |
| Procraft Mechanical Inc. | Procraft Mechanical Inc. 401(K) Plan | 2023 | $18,427 | not reported in the loaded dataset |
| Food Fight, Inc. | Food Fight, Inc. 401(K) Profit Sharing Plan | 2023 | $18,075 | not reported in the loaded dataset |
| Topel Forman, L.L.C. | Topel Forman, L.L.C. Employees' Savings Opportunity Plan | 2023 | $16,787 | not reported in the loaded dataset |
| Kendrick, Inc. | Kendrick, Inc. 401(K) Plan | 2023 | $16,290 | not reported in the loaded dataset |
| Bennetts Contracting, Inc. | Bennetts Carpets, Inc. 401(K) Profit Sharing Plan | 2023 | $3,590 | not reported in the loaded dataset |
| 4 Bears Casino & Lodge | 4 Bears Casino & Lodge 401(K) Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Blue & Co. 401(K) Plan (plan 002)
- Blue & Co., LLC — all reported plans
- James Moore & Co., P.L. 401(K) Retirement Plan (plan 001)
- James Moore & Co., P.L. — all reported plans
- Brady Martz & Associates, Pc Retirement Plan (plan 003)
- Brady Martz & Associates, Pc — all reported plans
- Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan (plan 002)
- Olsen Thielen & Co., Ltd — all reported plans
- Oasys, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Oasys, Inc. — all reported plans
- Yeo And Yeo 401(K) Plan (plan 002)
- Yeo & Yeo Employees, Inc. — all reported plans
- Jesse Stutts, Inc. Profit Sharing Plan (plan 001)
- Jesse Stutts, Inc. — all reported plans
- Westlie Motor Company 401(K) Profit Sharing Plan (plan 001)
- Westlie Motor Company — all reported plans
- Rainbo Oil Co. 401(K) Plan (plan 001)
- Rainbo Oil Company — all reported plans
- Philip Health Services, Inc. Retirement Plan (plan 001)
- Philip Health Services, Inc. — all reported plans
- Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust (plan 001)
- Wapsie Valley Creamery, Inc. — all reported plans
- Rock Valley Physical Therapy Center 401(K) Profit Sharing Plan (plan 001)
- Rock Valley Physical Therapy Center — all reported plans
- Employee Benefit Plan Of Partnership For Strong Families, Inc. (plan 001)
- Partnership For Strong Families, Inc. — all reported plans
- Dyersville Die Cast 401(K) Plan And Trust (plan 001)
- Joseph L. Ertl, Inc. — all reported plans
- Memphis Goodwill Inc. 403b Retirement Plan (plan 001)
- Memphis Goodwill Inc. — all reported plans
- New Challenges Employees' Retirement Plan (plan 001)
- New Challenges, Inc. — all reported plans
- Erik'S Bike Shop, Inc. 401(K) Retirement Plan (plan 001)
- Erik'S Bike Shop, Inc. — all reported plans
- Smith Schafer And Associates, Ltd. 401(K) Plan And Trust (plan 001)
- Smith Schafer & Associates, Ltd. — all reported plans
- Pnc, Inc. 401(K) Retirement Plan (plan 001)
- Pnc, Inc. — all reported plans
- Good Neighbor Society Employees' 401(K) Plan (plan 001)
- Good Neighbor Society — all reported plans
- Eastern Vault Co Inc Subsidiary 401(K) Ret Plan (plan 001)
- Eastern Vault Company, Inc. — all reported plans
- Rms Energy Co. LLC 401(K) Retirement Plan (plan 001)
- Rms Energy Co. LLC — all reported plans
- Harding, Shymanski & Company 401(K) Plan (plan 001)
- Harding, Shymanski & Company, P.S.C. — all reported plans
- Procraft Mechanical Inc. 401(K) Plan (plan 001)
- Procraft Mechanical Inc. — all reported plans
- Food Fight, Inc. 401(K) Profit Sharing Plan (plan 001)
- Food Fight, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources