Avantax, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avantax, INC. (EIN 911718107)
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$2.4M$5.5M
2023722$110.9M$3.6M$7.8M
20221,279$109.8M$4.6M$10.1M

Service Providers

  • BAKER TILLY US, LLP — Accountant / Independent Qualified Public Accountant

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