· 2022–2024 · DOL EFAST2
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Innovest Portfoli0 Solutions
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
1
Active participants
713
Total plan assets
$60.8M
Filings (rows)
1
Direct comp
$51K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Focus on the Family
Focus on the Family 403(b) Plan ·
all filings
COLORADO SPRINGS, CO
Advisor / Consultant
713
$60.8M
$51K
$0
Innovest Portfoli0 Solutions — Form 5500 Service Provider Profile | Form 5500 Search