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

Active participants

713

Total plan assets

$60.8M

Filings (rows)

Direct comp

$51K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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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