Form 5500 Search

INNOVEST

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
103
Active participants
608,144
Total plan assets
$40.4B
Filings (rows)
106
Direct comp
$5.3M
Indirect comp
$26K

SERVICES PROVIDED

Other63
Advisor / Consultant40

Top plans served

Showing top 106 of 103 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
BURBANK, CA
Other
NONE
31,218$5.3B$52K
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
BURBANK, CA
Other
NONE
31,823$4.9B$46K
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
BURBANK, CA
Other
NONE
8,873$4.7B$75K
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
BURBANK, CA
Other
NONE
9,128$4.5B$57K
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
BURBANK, CA
Other
NONE
33,798$4.4B$15K
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
BURBANK, CA
Other
NONE
10,450$4.3B$55K
SANMINA CORPORATION
SANMINA CORPORATION 401(K) PLAN
SAN JOSE, CA
Advisor / Consultant
INVESTMENT ADVISOR
4,427$590.4M$9K
KUTAK ROCK LLP
KUTAK ROCK LLP 401(K) PROFIT SHARING PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISOR
1,017$535.8M$45K
BOARD OF TRUSTEES, SAG-AFTRA HEALTH PLAN
SAG-AFTRA HEALTH PLAN
BURBANK, CA
Other
NONE
22,176$512.2M$54K
BOARD OF TRUSTEES, SAG-AFTRA HEALTH PLAN
SAG-AFTRA HEALTH PLAN
BURBANK, CA
Other
NONE
27,199$504.5M$553K
CHEROKEE NATION BUSINESSES, LLC
CHEROKEE NATION BUSINESSES LLC 401(K) PLAN
CATOOSA, OK
Advisor / Consultant
CONSULTANT
8,512$492.0M$46K
THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER, CO
Other
NONE
1,368$446.9M$75K
THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER, CO
Other
NONE
1,372$427.8M$75K
CHEROKEE NATION BUSINESSES, LLC
CHEROKEE NATION BUSINESSES LLC 401(K) PLAN
CATOOSA, OK
Advisor / Consultant
CONSULTANT
7,735$401.2M$23K
THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER, CO
Other
NONE
1,283$400.1M$75K
LOGITECH INC.
LOGITECH 401(K) PLAN
SAN JOSE, CA
Other
NONE
1,170$360.1M$38K
TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND
WRITERS' GUILD - INDUSTRY HEALTH FUND
BURBANK, CA
Other
NONE
9,571$358.1M$345K
MEDIA NEWS GROUP, INC.
MEDIA NEWS GROUP RETIREMENT/SAVINGS PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
2,648$334.8M$41K
MEDIA NEWS GROUP, INC.
MEDIA NEWS GROUP RETIREMENT/SAVINGS PLAN
DENVER, CO
Other
NONE
2,680$327.8M$41K
LOGITECH INC.
LOGITECH 401(K) PLAN
SAN JOSE, CA
Other
NONE
1,205$305.8M$36K
MEDIANEWS GROUP, INC.
MEDIANEWS GROUP RETIREMENT/SAVINGS PLAN
DENVER, CO
Other
NONE
2,506$288.9M$42K
TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND
WRITERS' GUILD - INDUSTRY HEALTH FUND
BURBANK, CA
Other
NONE
9,896$285.0M$317K
WIND RIVER SYSTEMS, INC.
WIND RIVER SYSTEMS, INC. 401(K) PLAN
ALAMEDA, CA
Other
EMPLOYEE OF EMPLOYER
491$270.1M$23K
LOGITECH INC.
LOGITECH 401(K) PLAN
SAN JOSE, CA
Other
NONE
1,366$249.9M$41K
BROWNSTEIN HYATT FARBER SCHRECK, LLP
BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN
DENVER, CO
Other
NONE
568$247.8M$59K
TRUSTEES WRITERS' GUILD - INDUSTRY HEALTH FUND
WRITERS' GUILD - INDUSTRY HEALTH FUND
BURBANK, CA
Other
NONE
9,021$232.9M$252K
BROWNSTEIN HYATT FARBER SCHRECK, LLP
BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN
DENVER, CO
Other
NONE
577$229.8M$57K
WIND RIVER SYSTEMS, INC.
WIND RIVER SYSTEMS, INC. 401(K) PLAN
ALAMEDA, CA
Advisor / Consultant
CONSULTANT
511$213.2M$20K
BROWNSTEIN HYATT FARBER SCHRECK, LLP
BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN
DENVER, CO
Other
NONE
549$201.6M$53K
TRIBUNE PUBLISHING COMPANY
TRIBUNE PUBLISHING COMPANY 401(K) PLAN
DENVER, CO
Other
OTHER
1,478$198.8M$58K
TRIBUNE PUBLISHING COMPANY
TRIBUNE PUBLISHING COMPANY 401(K) PLAN
DENVER, CO
Other
OTHER
1,044$196.3M$41K
TRIBUNE PUBLISHING COMPANY
TRIBUNE PUBLISHING COMPANY 401(K) PLAN
CHICAGO, IL
Other
NONE
1,322$186.9M$10K
IRIDIUM SATELLITE, LLC
IRIDIUM SATELLITE 401(K) PLAN
TEMPE, AZ
Other
NONE
1,015$173.5M$60K
SANTA YNEZ BAND OF CHUMASH INDIANS
SANTA YNEZ BAND OF CHUMASH INDIANS 401(K) PLAN
SANTA YNEZ, CA
Other
NONE
2,416$144.4M$27K
IRIDIUM SATELLITE, LLC
IRIDIUM SATELLITE 401(K) PLAN
TEMPE, AZ
Other
NONE
849$134.0M$56K
XANTERRA PARKS & RESORTS, INC.
XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN
GREENWOOD VILLAGE, CO
Advisor / Consultant
INVESTMENT ADVISORY
2,504$114.6M$44K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
51,221$110.2M$72K
IRIDIUM SATELLITE, LLC
IRIDIUM SATELLITE 401(K) PLAN
TEMPE, AZ
Other
NONE
730$106.7M$55K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
50,358$105.8M$47K
XANTERRA PARKS & RESORTS, INC.
XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN
GREENWOOD VILLAGE, CO
Advisor / Consultant
INV ADVISORY
2,336$103.9M$43K
MERCY HOUSING, INC.
MERCY HOUSING, INC. 403(B) PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
1,695$96.4M$34K
XANTERRA PARKS & RESORTS, INC.
XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN
GREENWOOD VILLAGE, CO
Advisor / Consultant
INVESTMENT ADVISORY
2,190$86.7M$42K
MERCY HOUSING, INC.
MERCY HOUSING, INC. 403(B) PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
1,668$85.5M$40K
JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC.
JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST
JACKSONVILLE, FL
Other
NONE
388$80.9M$94K
JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC.
JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST
JACKSONVILLE, FL
Other
NONE
362$76.6M$34K
FOCUS ON THE FAMILY
FOCUS ON THE FAMILY 403(B) PLAN
COLORADO SPRINGS, CO
Advisor / Consultant
BROKER/ADVISOR
678$75.0M$56K
BGGMC, LLC
BENCHMARK 401(K) PLAN
THE WOODLANDS, TX
Other
SERVICE PROVIDER
6,354$70.0M$10K
FOCUS ON THE FAMILY
FOCUS ON THE FAMILY 403(B) PLAN
COLORADO SPRINGS, CO
Advisor / Consultant
BROKER/ADVISOR
742$69.2M$54K
MERCY HOUSING, INC.
MERCY HOUSING, INC. 403(B) PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
1,602$68.2M$38K
BOARD OF TRUSTEES, COLORADO PIPE INDUSTRY ANNUITY
COLORADO PIPE INDUSTRY ANNUITY AND SALARY DEFERRAL TRUST
DENVER, CO
Other
NONE
1,743$67.5M$38K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
47,136$67.1M$57K
LONG BUILDING TECHNOLOGIES, INC.
LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISORY
463$64.8M$37K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
48,737$64.7M$64K
VITAMIN COTTAGE NATURAL FOOD MARKETS, INC.
VITAMIN COTTAGE EMPLOYEE 401(K) PLAN
LAKEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISOR
3,904$62.2M$52K
FOCUS ON THE FAMILY
FOCUS ON THE FAMILY 403(B) PLAN
COLORADO SPRINGS, CO
Advisor / Consultant
BROKER/ADVISOR
713$60.8M$51K
WEINTRAUB TOBIN CHEDIAK COLEMAN GRO
WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN
SACRAMENTO, CA
Other
SERVICE PROVIDER
168$60.0M$0
WEINTRAUB TOBIN CHEDIAK COLEMAN GRO
WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN
SACRAMENTO, CA
Other
SERVICE PROVIDER
168$60.0M$11K
BOARD OF TRUSTEES, COLORADO PIPE INDUSTRY ANNUITY
COLORADO PIPE INDUSTRY ANNUITY AND SALARY DEFERRAL TRUST
DENVER, CO
Other
NONE
1,680$59.3M$36K
LONG BUILDING TECHNOLOGIES, INC.
LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISORY
432$59.1M$12K
LONG BUILDING TECHNOLOGIES, INC.
LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISORY
432$59.1M$48K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
50,662$58.5M$52K
STEELWORKERS HEALTH AND WELFARE FUND
STEELWORKERS HEALTH AND WELFARE FUND
PITTSBURGH, PA
Other
NONE
49,108$55.4M$53K
BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE
PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO
DENVER, CO
Other
NONE
2,787$52.3M$25K
VITAMIN COTTAGE NATURAL FOOD MARKETS, INC.
VITAMIN COTTAGE EMPLOYEE 401(K) PLAN
LAKEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISOR
3,728$52.1M$63K
BOARD OF TRUSTEES, COLORADO PIPE INDUSTRY ANNUITY
COLORADO PIPE INDUSTRY ANNUITY AND SALARY DEFERRAL TRUST
DENVER, CO
Other
NONE
1,976$50.9M$34K
LONG BUILDING TECHNOLOGIES, INC.
LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISORY
397$47.9M$9K
LONG BUILDING TECHNOLOGIES, INC.
LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISORY
397$47.9M$37K
BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE
PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO
DENVER, CO
Other
NONE
2,639$46.2M$24K
HALL & EVANS, LLC
HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
223$45.3M$12K
BOARD OF TRUSTEES, PIPE INDUSTRY HEALTH AND WELFARE
PIPE INDUSTRY HEALTH AND WELFARE FUND OF COLORADO
DENVER, CO
Other
NONE
2,576$43.4M$23K
THE HAGADONE CORPORATION
THE HAGADONE CORPORATION RETIREMENT PLAN
COEUR D, ID
Other
OTHER
1,597$43.0M$3K
MAZZETTI, INC.
MAZZETTI 401(K) PLAN
SAN FRANCISCO, CA
Advisor / Consultant
ADVISOR
213$42.6M$38K
VITAMIN COTTAGE NATURAL FOOD MARKETS, INC.
VITAMIN COTTAGE EMPLOYEE 401(K) PLAN
LAKEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISOR
3,934$41.2M$36K
HALL & EVANS, LLC
HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
227$40.8M$13K
MAZZETTI, INC.
MAZZETTI 401(K) PLAN
SAN FRANCISCO, CA
Advisor / Consultant
ADVISOR
217$37.8M$47K
HALL & EVANS, LLC
HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
199$35.7M$30K
HERCULES INDUSTRIES, INC.
HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISORY
491$31.6M$35K
BOARD OF TRUSTEES OF THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN
KENNECOTT RETIREE VEBA HEALTH CARE PLAN
PITTSBURGH, PA
Other
NONE
1,441$31.0M$22K
CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
CF&I RETIREES' VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
PUEBLO, CO
Other
NONE
$29.0M$33K
CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
CF&I RETIREES' VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
PUEBLO, CO
Other
NONE
$28.2M$28K
BOARD OF TRUSTEES OF THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN
KENNECOTT RETIREE VEBA HEALTH CARE PLAN
PITTSBURGH, PA
Other
NONE
1,437$27.9M$22K
HERCULES INDUSTRIES, INC.
HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISORY
453$26.8M$33K
BANK OF THE ORIENT
ORIENT BANCORPORATION EMPLOYEE RETIREMENT PLAN
SAN FRANCISCO, CA
Advisor / Consultant
INVESTMENT ADVISORY
89$26.2M$12K
CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
CF&I RETIREES' VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
PUEBLO, CO
Other
NONE
$26.2M$27K
AMAX ENGINEERING CORPORATION
AMAX PROFIT SHARING 401(K) PLAN
FREMONT, CA
Advisor / Consultant
ADVISORY
136$25.7M$8K
BOARD OF TRUSTEES OF THE HEALTH & WELFARE BENEFITS TRUST FOR CERTAIN
KENNECOTT RETIREE VEBA HEALTH CARE PLAN
PITTSBURGH, PA
Other
INVESTMENT CONSULTING
1,388$24.4M$17K
COMMUNITY REACH CENTER SYSTEMS,
COMMUNITY REACH CENTER SYSTEMS, INC. RETIREMENT PLAN
WESTMINSTER, CO
Other
INVESTMENT/FINANCIAL ADVI
323$22.1M$21K
HERCULES INDUSTRIES, INC.
HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISORY
412$22.0M$63K
COMMUNITY REACH CENTER SYSTEMS,
COMMUNITY REACH CENTER SYSTEMS, INC. RETIREMENT PLAN
WESTMINSTER, CO
Other
INVESTMENT/FINANCIAL ADVI
324$21.4M$16K
FLOOD & PETERSON INSURANCE, INC.
FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN
GREELEY, CO
Advisor / Consultant
INVESTMENT ADVISOR
102$21.0M$50K
TRANSLOGIC CORPORATION
SWISSLOG RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES
BROOMFIELD, CO
Advisor / Consultant
INVESTMENT ADVISORY
82$19.8M$6K
COMMUNITY REACH CENTER SYSTEMS,
COMMUNITY REACH CENTER SYSTEMS, INC. RETIREMENT PLAN
WESTMINSTER, CO
Other
INVESTMENT/FINANCIAL ADVI
384$19.6M$23K
TRANSLOGIC CORPORATION
SWISSLOG RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES
BROOMFIELD, CO
Advisor / Consultant
INVESTMENT ADVISORY
90$19.3M$17K
THE RMH GROUP, INC.
THE RMH GROUP, INC. EMPLOYEE SAVINGS 401(K) PLAN
LAKEWOOD, CO
Other
NONE
72$18.6M$37K
FLOOD & PETERSON INSURANCE, INC.
FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN
GREELEY, CO
Advisor / Consultant
INVESTMENT ADVISOR
96$17.6M$48K
KINSALE HOLDINGS DBA VALIDANT
KINSALE HOLDINGS 401(K) PLAN
SAN FRANCISCO, CA
Advisor / Consultant
ADVISOR
237$17.2M$11K
THE RMH GROUP, INC.
THE RMH GROUP, INC. EMPLOYEE SAVINGS 401(K) PLAN
LAKEWOOD, CO
Other
NONE
69$16.6M$45K
FLOOD & PETERSON INSURANCE, INC.
FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN
GREELEY, CO
Advisor / Consultant
INVESTMENT ADVISOR
90$16.4M$45K
THE RMH GROUP, INC.
THE RMH GROUP, INC. EMPLOYEE SAVINGS 401(K) PLAN
LAKEWOOD, CO
Other
NONE
73$15.3M$32K
ONLINE EDUCATION PLATFORM, LLC
AEON SCHOOL 401 (K) PLAN
SAN ANTONIO, TX
Advisor / Consultant
ADVISOR
64$13.6M$11K
TACO JOHNS INTERNATIONAL, INC.
TACO JOHN'S INTERNATIONAL EMPLOYEE RETIREMENT PLAN
CHEYENNE, WY
Other
INVESTMENT/FINANCIAL ADVI
113$10.0M$47K
TACO JOHNS INTERNATIONAL, INC.
TACO JOHN'S INTERNATIONAL EMPLOYEE RETIREMENT PLAN
MINNEAPOLIS, MN
Other
INVESTMENT/FINANCIAL ADVI
112$9.3M$48K
CONTEC, LLC
CONTEC, LLC 401(K) PROFIT SHARING PLAN
SCHENECTADY, NY
Advisor / Consultant
INVESTMENT ADVISOR
109$9.3M$15K
TACO JOHNS INTERNATIONAL, INC.
TACO JOHN'S INTERNATIONAL EMPLOYEE RETIREMENT PLAN
CHEYENNE, WY
Other
INVESTMENT/FINANCIAL ADVI
102$8.5M$54K
TRANSLOGIC CORPORATION
SWISSLOG RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES
BROOMFIELD, CO
Advisor / Consultant
INVESTMENT ADVISORY
72$7.2M$7K
DYSONS INC.
DYSONS INC. 401K PLAN
TWIN FALLS, ID
Other
NONE
234$6.9M$13K