INNOVEST PORTFOLIO
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
89
Active participants
398,834
Total plan assets
$9.3B
Filings (rows)
92
Direct comp
$3.4M
Indirect comp
$26K
Aggregating 5 name variants under "INNOVEST PORTFOLIO"
SERVICES PROVIDED
Other52
Advisor / Consultant37
Top plans served
Showing top 92 of 89 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRO WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO, CA | Other SERVICE PROVIDER | 168 | $60.0M | $11K |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRO WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO, CA | Other SERVICE PROVIDER | 168 | $60.0M | $0 |
| 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 | $37K |
| LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LITTLETON, CO | Advisor / Consultant INVESTMENT ADVISORY | 397 | $47.9M | $9K |
| 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 |