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 / Consultant1
Top plans served
All 1 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS, CO | Advisor / Consultant BROKER/ADVISOR | 713 | $60.8M | $51K |