Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC
- Service provider, as named on Schedule C
- EIN 841612955
- Plan year 2024
- Direct compensation reported $780,687
Assets of those plans
$3,918,838,195
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$780,687
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 50 | Direct payment from the plan | 9 |
| 28 | Investment management | 4 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 26 | Investment advisory (participants) | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fortinet Inc. 401(k) Plan | Fortinet | $628,789,807 | 4,819 | $105,808 |
| Sanmina Corporation 401(k) Plan | Sanmina | $590,376,328 | 6,043 | $9,275 |
| Kutak Rock LLP 401(k) Profit Sharing Plan | Kutak Rock | $535,791,776 | 1,157 | $45,000 |
| Cherokee Nation Businesses LLC 401(k) Plan | Cherokee Nation Businesses | $491,988,349 | 9,909 | $45,900 |
| The Western Union Company Incentive Savings Plan | Western Union | $446,908,759 | 2,743 | $75,000 |
| Logitech 401(k) Plan | Logitech | $360,098,253 | 1,922 | $38,371 |
| Brownstein Hyatt Farber Schreck Retirement Plan | Brownstein Hyatt Farber Schreck | $247,809,791 | 863 | $58,897 |
| Santa Ynez Band of Chumash Indians 401(k) Plan | Santa Ynez Band of Chumash Indians | $144,367,643 | 3,151 | $27,445 |
| Xanterra Parks & Resorts, Inc. Employee Savings Plan | Xanterra Parks & Resorts | $114,620,620 | 1,298 | $43,855 |
| Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust | Jacksonville Orthopaedic Institute | $80,877,356 | 528 | $94,282 |
| Colorado Pipe Industry Annuity and Salary Deferral Trust | Board of Trustees Colorado Pipe Industry Annuity | $67,527,620 | 2,225 | $37,598 |
| Long Building Technologies, Inc. 401(k) Profit Sharing Plan | Long Building Technologies | $64,836,536 | 541 | $37,275 |
| Hercules Industries, Inc. 401(k) Profit Sharing Plan and Trust | Hercules Industries | $31,641,405 | 557 | $34,622 |
| Orient Bancorporation Employee Retirement Plan | Bank of the Orient | $26,242,444 | 151 | $12,000 |
| Amax Profit Sharing 401(k) Plan | Amax Engineering | $25,672,285 | 125 | $8,117 |
| Community Reach Center Systems, Inc. Retirement Planrecordkeeper | Community Reach Center Systems | $22,130,529 | 677 | $20,785 |
| Aeon School 401(k) Plan | Online Education Platform | $13,649,339 | 152 | $10,538 |
| Taco John's International Employee Retirement Planrecordkeeper | Taco Johns International | $9,320,890 | 106 | $48,419 |
| Contec, LLC 401(k) Profit Sharing Plan | Contec | $9,257,015 | 143 | $15,000 |
| Dysons Inc. 401(k) Plan | Dysons | $6,931,450 | 130 | $12,500 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.