Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Innovest Portfolio Solutions LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 31 retirement plans with 100 or more participants reported paying Innovest Portfolio Solutions LLC $5,000 or more. Those plans cover 60,630 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.2M. Per plan, the median was $44.11 per participant, with the middle half of plans between $15.03 and $66.92. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Colorado (15), California (7) and Idaho (2).
In 2009 it appeared on 5 such filings; in 2024, 31. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.03 | $44.11 | $66.92 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.09% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Cherokee Nation Businesses LLC 401(k) Plan | Cherokee Nation Businesses, LLC | OK | 11,197 | $492M | $46K |
| Sanmina Corporation 401(k) Plan | Sanmina Corporation | CA | 6,492 | $590M | $9,275 |
| Fortinet Inc. 401(k) Plan | Fortinet, Inc. | CA | 5,141 | $629M | $106K |
| Vitamin Cottage Employee 401(k) Plan | Vitamin Cottage Natural Food Markets, Inc. | CO | 4,972 | $62.2M | $52K |
| Media News Group Retirement/savings Plan | Media News Group, Inc. | CO | 4,357 | $335M | $41K |
| Santa Ynez Band of Chumash Indians 401(k) Plan | Santa Ynez Band of Chumash Indians | CA | 3,234 | $144M | $27K |
| Xanterra Parks & Resorts, Inc. Employee Savings Plan | Xanterra Parks & Resorts, Inc. | CO | 2,887 | $115M | $44K |
| The Western Union Company Incentive Savings Plan | The Western Union Company | CO | 2,768 | $447M | $75K |
| Tribune Publishing Company 401(k) Plan | Tribune Publishing Company | CO | 2,699 | $196M | $41K |
| Colorado Pipe Industry Annuity and Salary Deferral Trust | Board of Trustees, Colorado Pipe Industry Annuity | CO | 2,504 | $67.4M | $38K |
| Mercy Housing, Inc. 403(b) Plan | Mercy Housing, Inc. | CO | 2,389 | $96.4M | $34K |
| Logitech 401(k) Plan | Logitech Inc. | CA | 1,980 | $360M | $38K |
| The Hagadone Corporation Retirement Plan | The Hagadone Corporation | ID | 1,769 | $42.8M | $2,512 |
| Kutak Rock LLP 401(k) Profit Sharing Plan | Kutak Rock LLP | NE | 1,274 | $536M | $45K |
| Iridium Satellite 401(k) Plan | Iridium Satellite, LLC | AZ | 1,205 | $174M | $60K |
| Brownstein Hyatt Farber Schreck Retirement Plan | Brownstein Hyatt Farber Schreck, LLP | CO | 877 | $248M | $59K |
| Focus on the Family 403(b) Plan | Focus on the Family | CO | 837 | $75.0M | $56K |
| Community Reach Center Systems, Inc. Retirement Plan | Community Reach Center Systems, | CO | 697 | $22.1M | $21K |
| Long Building Technologies, Inc. 401(k) Profit Sharing Plan | Long Building Technologies, Inc. | CO | 565 | $64.8M | $37K |
| Hercules Industries, Inc. 401(k) Profit Sharing Plan and Trust | Hercules Industries, Inc. | CO | 561 | $31.6M | $35K |
| Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust | Jacksonville Orthopaedic Institute, Inc. | FL | 547 | $80.9M | $94K |
| Dysons Inc. 401(k) Plan | Dysons Inc. | ID | 261 | $6.9M | $13K |
| Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan | Weintraub Tobin Chediak Coleman Gro | CA | 251 | $60.0M | $11K |
| Amax Profit Sharing 401(k) Plan | Amax Engineering Corporation | CA | 184 | $25.7M | $8,117 |
| Contec, LLC 401(k) Profit Sharing Plan | Contec, LLC | NY | 163 | $9.3M | $15K |
| Flood & Peterson Insurance, Inc. Profit Sharing Plan | Flood & Peterson Insurance, Inc. | CO | 157 | $21.0M | $50K |
| Taco John's International Employee Retirement Plan | Taco Johns International, Inc. | MN | 153 | $9.3M | $48K |
| Aeon School 401 (K) Plan | Online Education Platform, LLC | TX | 152 | $13.6M | $11K |
| Orient Bancorporation Employee Retirement Plan | Bank of the Orient | CA | 151 | $26.2M | $12K |
| Swisslog Retirement Income Plan for Salaried Employees | Translogic Corporation | CO | 103 | $7.2M | $6,782 |
| The RMH Group, Inc. Employee Savings 401(k) Plan | The RMH Group, Inc. | CO | 103 | $18.6M | $37K |
Questions and answers
How many plans does Innovest Portfolio Solutions LLC serve?
31 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Innovest Portfolio Solutions LLC?
The median plan reported $44.11 per participant in direct and indirect compensation (31 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (20 plans), Investment management (4 plans), Consulting (general) (3 plans) and Recordkeeping and information management (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.