KOVITZ INVESTMENT
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
37
Active participants
103,462
Total plan assets
$58.0B
Filings (rows)
37
Direct comp
$1.9M
Indirect comp
$0
Aggregating 4 name variants under "KOVITZ INVESTMENT"
SERVICES PROVIDED
Other32
Advisor / Consultant5
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS | 3 |
Top plans served
All 37 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $15K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $9K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $12K |
| PENN STATE HEALTH PENN STATE HEALTH 401(K) SAVINGS PLAN | HERSHEY, PA | Other OTHER FEES | 15,720 | $2.9B | $786 |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,042 | $1.7B | $28K |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,070 | $1.6B | $23K |
| DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE, MD | Other INV ADV, PARTICIPANTS | 3,040 | $1.3B | $21K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,434 | $998.8M | $16K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,435 | $907.2M | $12K |
| DENTONS US LLP DENTONS US LLP PROFIT SHARING PLAN | CHICAGO, IL | Other NONE | 1,485 | $783.9M | $12K |
| TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUND NECA-IBEW LOCAL 364 DEFINED CONTRIBUTION PLAN | ROCKFORD, IL | Other NONE | 763 | $417.5M | $120K |
| TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUND SHEET METAL WORKERS' LOCAL 10 PENSION FUND | MAPLEWOOD, MN | Other NONE | 2,561 | $406.1M | $7K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 554 | $391.1M | $16K |
| TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUND SHEET METAL WORKERS' LOCAL 10 PENSION FUND | MAPLEWOOD, MN | Other NONE | 2,616 | $365.9M | $53K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 534 | $330.2M | $13K |
| TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUND SHEET METAL WORKERS' LOCAL 10 PENSION FUND | MAPLEWOOD, MN | Other NONE | 2,612 | $321.8M | $212K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 529 | $274.0M | $20K |
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,520 | $261.0M | $64K |
| TRUSTEES UNDER IBEW LOCAL 150 PENSION FUND IBEW LOCAL 150 PENSION PLAN | LANSING, MI | Other NONE | 693 | $235.1M | $66K |
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,528 | $224.0M | $50K |
| TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUND IBEW LOCAL NO. 117 PENSION FUND | CRYSTAL LAKE, IL | Other NONE | 498 | $206.8M | $114K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 480 | $190.4M | $205K |
| TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO, OH | Other NONE | 1,495 | $188.7M | $61K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 448 | $170.5M | $174K |
| BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | LANSING, MI | Other NONE | 1,026 | $153.9M | $5K |
| STRAND ASSOCIATES, INC. STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST | MADISON, WI | Other NONE | 454 | $137.6M | $165K |
| BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSION PLAN | LANSING, MI | Other NONE | 982 | $128.5M | $48K |
| INTEGRATED IMAGING CONSULTANTS, LLC INTEGRATED IMAGING CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | SKOKIE, IL | Advisor / Consultant FINANCIAL ADVISOR | 116 | $99.9M | $6K |
| TRUSTEES OF IBEW LOCAL NO. 9 & LINE CLEARANCE CONTRACTORS H & W FUND IBEW LOCAL NO. 9 AND LINE CLEARANCE CONTRACTORS HEALTH & WELFARE FUND | LANSING, MI | Other NONE | 877 | $41.7M | $38K |
| NECA-IBEW LOCAL 364 WELFARE TR FND NECA-IBEW LOCAL NO. 364 WELFARE TRUST FUND | LANSING, MI | Other NONE | 568 | $38.7M | $7K |
| HALL PRANGLE & SCHOONVELD LLC HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 108 | $27.6M | $12K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 867 | $25.2M | $103K |
| TRUSTEES OF MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND | MENDOTA HEIGHTS, MN | Other NONE | 820 | $23.7M | $13K |
| TRUSTEES OF MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND MINNESOTA CEMENT MASONS HEALTH AND WELFARE FUND | MENDOTA HEIGHTS, MN | Other NONE | 854 | $23.4M | $12K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 851 | $22.7M | $103K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 759 | $18.0M | $86K |
| DAIRYFOOD USA INC DAIRYFOOD USA INC 401(K) PROFIT SHARING PLAN & TRUST | BLUE MOUNDS, WI | Advisor / Consultant ADVISOR | 103 | $4.9M | $9K |