Innovest Portfolio Solut

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

162

Total plan assets

$26.6M

Filings (rows)

Direct comp

$24K

Indirect comp

Showing only "INNOVEST PORTFOLIO SOLUT"

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INNOVEST PORTFOLIO SOLUTIONS74 INNOVEST PORTFOLIO10 INNOVEST PORTFOLIO SOLUTIONS L4 INNOVEST PORTFOLIO SOLUT2 INNOVEST PORTFOLIO SOLITIONS2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Translogic Corporation Swisslog Retirement Income Plan for Salaried Employees · all filings	BROOMFIELD, CO	Advisor / Consultant	90	$19.3M	$17K	$0
Translogic Corporation Swisslog Retirement Income Plan for Salaried Employees · all filings	BROOMFIELD, CO	Advisor / Consultant	72	$7.2M	$7K	$0