Avantax Investment Services, Inc.
Coppell, TX
Avantax Investment Services, Inc. of Coppell, TX is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $120,742 in reported broker commissions (plan year 2025).
Quick answer
Avantax Investment Services, Inc. (Coppell, TX) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Avantax Investment Services, Inc. have?
- Avantax Investment Services, Inc. is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Avantax Investment Services, Inc.'s largest employer clients?
- By plan participants, the largest include Morrison Resources, LLC (571 participants), Chet Morrison Contractors, L.L.C. (535 participants) and Moore Industries-International, Inc (115 participants).
- How much does Avantax Investment Services, Inc. earn in commissions?
- Insurers reported $120,742 in broker commissions paid to Avantax Investment Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Avantax Investment Services, Inc. located?
- Avantax Investment Services, Inc. is based in Coppell, TX and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Avantax Investment Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Morrison Resources, LLC | LA | 571 | 2025-12-31 |
| Chet Morrison Contractors, L.L.C. | LA | 535 | 2024-12-31 |
| Moore Industries-International, Inc | CA | 115 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.