INNOVATIVE INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
35
Active participants
10,872
Total plan assets
$773.4M
Filings (rows)
35
Direct comp
$852K
Indirect comp
$0
Aggregating 2 name variants under "INNOVATIVE INVESTMENT"
SERVICES PROVIDED
Other19
Advisor / Consultant16
Top plans served
All 35 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PROCONEX THE PROCONEX GROUP 401K PLAN | ROYERSFORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 302 | $82.1M | $46K |
| PROCONEX THE PROCONEX GROUP 401K PLAN | ROYERSFORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 274 | $71.6M | $24K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 1,165 | $47.4M | $13K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 1,172 | $41.1M | $11K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 86 | $39.9M | $11K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 95 | $37.3M | $10K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 105 | $35.7M | $10K |
| OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) SAVINGS PLAN | MOUNT HOLLY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 1,202 | $34.4M | $10K |
| AUS, INC. AUS, INC. THRIFT SAVINGS PLAN | MOUNT LAUREL, NJ | Other NONE | 297 | $33.6M | $31K |
| SAMARITAN HEALTHCARE & HOSPICE, INC. SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN | MOUNT LAUREL, NJ | Other NONE | 399 | $30.5M | $52K |
| AUS, INC. AUS, INC. THRIFT SAVINGS PLAN | MOUNT LAUREL, NJ | Other NONE | 303 | $28.6M | $25K |
| SAMARITAN HEALTHCARE & HOSPICE, INC. SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN | MOUNT LAUREL, NJ | Other NONE | 395 | $25.7M | $42K |
| AUS, INC. AUS, INC. THRIFT SAVINGS PLAN | MOUNT LAUREL, NJ | Other NONE | 308 | $23.3M | $27K |
| THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD, NJ | Advisor / Consultant ADVISOR | 191 | $22.8M | $22K |
| THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD, NJ | Advisor / Consultant ADVISOR | 183 | $21.3M | $22K |
| SAMARITAN HEALTHCARE & HOSPICE, INC. SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN | MOUNT LAUREL, NJ | Other NONE | 384 | $21.2M | $56K |
| Y-PRIME LLC Y-PRIME LLC 401(K) PROFIT SHARING PLAN | MALVERN, PA | Advisor / Consultant ADVISOR | 299 | $17.9M | $10K |
| THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD, NJ | Advisor / Consultant ADVISOR | 177 | $17.7M | $22K |
| INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY, NJ | Other NONE | 54 | $15.2M | $29K |
| INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY, NJ | Other NONE | 51 | $13.5M | $25K |
| INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY, NJ | Other NONE | 53 | $11.7M | $24K |
| SMARTLINX SOLUTIONS, LLC SMARTLINX SOLUTIONS RETIREMENT PLAN | ISELIN, NJ | Advisor / Consultant ADVISOR | 114 | $10.3M | $35K |
| ENGINEERING RESOURCE GROUP ENGINEERING RESOURCE GROUP 401(K) PLAN | PARSIPPANY, NJ | Advisor / Consultant INVESTMENT ADVISOR | 40 | $9.8M | $32K |
| CATCH, INC. CATCH, INC. 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 369 | $8.7M | $42K |
| URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 434 | $8.0M | $30K |
| SMARTLINX SOLUTIONS, LLC SMARTLINX SOLUTIONS RETIREMENT PLAN | ISELIN, NJ | Advisor / Consultant ADVISOR | 136 | $7.9M | $28K |
| CATCH, INC. CATCH, INC. 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 351 | $7.8M | $35K |
| EMM LOANS LLC EMM LOANS LLC 401(K) PLAN | CHERRY HILL, NJ | Other INVESTMENT/FINANCIAL ADVI | 172 | $7.6M | $9K |
| EMM LOANS LLC EMM LOANS LLC 401(K) PLAN | CHERRY HILL, NJ | Other INVESTMENT/FINANCIAL ADVI | 160 | $7.3M | $8K |
| URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 480 | $7.1M | $25K |
| SMARTLINX SOLUTIONS, LLC SMARTLINX SOLUTIONS RETIREMENT PLAN | ISELIN, NJ | Advisor / Consultant ADVISOR | 130 | $6.3M | $24K |
| CATCH, INC. CATCH, INC. 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 328 | $6.3M | $32K |
| EMM LOANS LLC EMM LOANS LLC 401(K) PLAN | CHERRY HILL, NJ | Other INVESTMENT/FINANCIAL ADVI | 174 | $6.0M | $9K |
| URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN | PHILADELPHIA, PA | Other NONE | 470 | $5.8M | $23K |
| PLEASE TOUCH MUSEUM PLEASE TOUCH MUSEUM 403(B) PLAN | PHILADELPHIA, PA | Other | 19 | $2.3M | — |