Avantax Investment Services Inc Dba — 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 Investment Services Inc Dba is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $57,280 and reported indirect compensation totals $14,219.
Reported compensation summary
- Reported direct compensation
- $57,280
- Reported indirect compensation
- $14,219
- Total reported compensation
- $71,499
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| General Datatech, Lp | TX | 1 | $63,241 |
| Arkansas Colleges Of Health Education Dba Ache | AR | 1 | $8,159 |
| Richsmith Development, LLC | AR | 1 | $99 |
State footprint
Plans reporting Avantax Investment Services Inc Dba are sponsored in AR (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| General Datatech, Lp | General Datatech, Lp 401(K) Plan | 2023 | $49,022 | not reported in the loaded dataset |
| General Datatech, Lp | General Datatech, Lp 401(K) Plan | 2023 | $0 | $14,219 |
| Arkansas Colleges Of Health Education Dba Ache | Arkansas Colleges Of Health Education 401(K) Plan | 2023 | $8,159 | not reported in the loaded dataset |
| Richsmith Development, LLC | Richsmith Development, LLC 401(K) Retirement Plan | 2023 | $99 | not reported in the loaded dataset |
Related Form 5500 pages
- General Datatech, Lp 401(K) Plan (plan 001)
- General Datatech, Lp — all reported plans
- General Datatech, Lp 401(K) Plan (plan 001)
- Arkansas Colleges Of Health Education 401(K) Plan (plan 001)
- Arkansas Colleges Of Health Education Dba Ache — all reported plans
- Richsmith Development, LLC 401(K) Retirement Plan (plan 001)
- Richsmith Development, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources