Filings through .
Dana Investment Advisors Inc.
EIN 39-1512278investment managementLatest filing 2025
Plans
2
Retirement
1
$82.6M assets
Health & Benefits
1
Participants
124
20700 SWENSON DRIVE, SUITE 400 - WAUKESHA, WI 53186262-782-3631danainvestment.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DANA INVESTMENT ADVISORS, INC. PROFIT SHARING & 401(K) PLAN
401(k)
Assets$82.6M
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
DANA INVESTMENT ADVISORS, INC. PROFIT SHARING & 401(K) PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DANA INVESTMENT ADVISORS, INC. PROFIT SHARING & 401(K) PLAN | 401(k) | $82.6M | 62 | 2025 |
- #001 · 401(k) · 202562
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | DANA INVESTMENT ADVISORS, INC. PROFIT SHARING & 401(K) PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans