Innovest

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

5,444

Total plan assets

$1.1B

Filings (rows)

Direct comp

$54K

Indirect comp

Showing only "INNOVEST"

View all 8 variants aggregated →

INNOVEST PORTFOLIO SOLUTIONS73 INNOVEST SYSTEMS11 INNOVEST PORTFOLIO10 INNOVEST PORTFOLIO SOLUTIONS L4 INNOVEST PORTFOLIO SOLUT2 INNOVEST2 INNOVEST PORTFOLIO SOLITIONS2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sanmina Corporation Sanmina Corporation 401(k) Plan · all filings	SAN JOSE, CA	Advisor / Consultant	4,427	$590.4M	$9K	$0
Kutak Rock LLP Kutak Rock LLP 401(k) Profit Sharing Plan · all filings	OMAHA, NE	Advisor / Consultant	1,017	$535.8M	$45K	$0