Innovest Portfolio Solutions LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Innovest Portfolio Solutions LLC is reported as a service provider on 19 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $761,907 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $761,907
- Reported indirect compensation
- $0
- Total reported compensation
- $761,907
- Filings
- 19
- Plan sponsors
- 19
- Plans
- 19
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| The Western Union Company | CO | 1 | $75,000 |
| Vitamin Cottage Natural Food Markets, Inc. | CO | 1 | $62,750 |
| Tribune Publishing Company | CO | 1 | $57,758 |
| Brownstein Hyatt Farber Schreck, Llp | CO | 1 | $56,759 |
| Focus On The Family | CO | 1 | $54,021 |
| Flood & Peterson Insurance, Inc. | CO | 1 | $48,170 |
| Taco Johns International, Inc. | WY | 1 | $46,954 |
| The Rmh Group, Inc. | CO | 1 | $44,718 |
| Xanterra Parks & Resorts, Inc. | CO | 1 | $42,995 |
| Media News Group, Inc. | CO | 1 | $40,600 |
State footprint
Plans reporting Innovest Portfolio Solutions LLC are sponsored in CO (13), CA (2), FL (1), OK (1), PA (1), WY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Western Union Company | The Western Union Company Incentive Savings Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Vitamin Cottage Natural Food Markets, Inc. | Vitamin Cottage Employee 401(K) Plan | 2023 | $62,750 | not reported in the loaded dataset |
| Tribune Publishing Company | Tribune Publishing Company 401(K) Plan | 2023 | $57,758 | not reported in the loaded dataset |
| Brownstein Hyatt Farber Schreck, Llp | Brownstein Hyatt Farber Schreck Retirement Plan | 2023 | $56,759 | not reported in the loaded dataset |
| Focus On The Family | Focus On The Family 403(B) Plan | 2023 | $54,021 | not reported in the loaded dataset |
| Flood & Peterson Insurance, Inc. | Flood & Peterson Insurance, Inc. Profit Sharing Plan | 2023 | $48,170 | not reported in the loaded dataset |
| Taco Johns International, Inc. | Taco John'S International Employee Retirement Plan | 2023 | $46,954 | $0 |
| The Rmh Group, Inc. | The Rmh Group, Inc. Employee Savings 401(K) Plan | 2023 | $44,718 | not reported in the loaded dataset |
| Xanterra Parks & Resorts, Inc. | Xanterra Parks & Resorts, Inc. Employee Savings Plan | 2023 | $42,995 | not reported in the loaded dataset |
| Media News Group, Inc. | Media News Group Retirement/Savings Plan | 2023 | $40,600 | not reported in the loaded dataset |
| Mercy Housing, Inc. | Mercy Housing, Inc. 403(B) Plan | 2023 | $39,823 | not reported in the loaded dataset |
| Mazzetti, Inc. | Mazzetti 401(K) Plan | 2023 | $37,950 | not reported in the loaded dataset |
| Jacksonville Orthopaedic Institute, Inc. | Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust | 2023 | $33,801 | not reported in the loaded dataset |
| Board Of Trustees, Pipe Industry Health And Welfare | Pipe Industry Health And Welfare Fund Of Colorado | 2023 | $24,196 | not reported in the loaded dataset |
| Wind River Systems, Inc. | Wind River Systems, Inc. 401(K) Plan | 2023 | $23,128 | not reported in the loaded dataset |
| Cherokee Nation Businesses, LLC | Cherokee Nation Businesses LLC 401(K) Plan | 2023 | $22,500 | not reported in the loaded dataset |
| Board Of Trustees Of The Health & Welfare Benefits Trust For Certain | Kennecott Retiree Veba Health Care Plan | 2023 | $22,000 | not reported in the loaded dataset |
| Community Reach Center Systems, | Community Reach Center Systems, Inc. Retirement Plan | 2023 | $15,511 | $0 |
| Hall & Evans, LLC | Hall & Evans, LLC Employee Savings Plan | 2023 | $13,273 | not reported in the loaded dataset |
Related Form 5500 pages
- The Western Union Company Incentive Savings Plan (plan 001)
- The Western Union Company — all reported plans
- Vitamin Cottage Employee 401(K) Plan (plan 001)
- Vitamin Cottage Natural Food Markets, Inc. — all reported plans
- Tribune Publishing Company 401(K) Plan (plan 001)
- Tribune Publishing Company — all reported plans
- Brownstein Hyatt Farber Schreck Retirement Plan (plan 001)
- Brownstein Hyatt Farber Schreck, Llp — all reported plans
- Focus On The Family 403(B) Plan (plan 002)
- Focus On The Family — all reported plans
- Flood & Peterson Insurance, Inc. Profit Sharing Plan (plan 001)
- Flood & Peterson Insurance, Inc. — all reported plans
- Taco John'S International Employee Retirement Plan (plan 001)
- Taco Johns International, Inc. — all reported plans
- The Rmh Group, Inc. Employee Savings 401(K) Plan (plan 001)
- The Rmh Group, Inc. — all reported plans
- Xanterra Parks & Resorts, Inc. Employee Savings Plan (plan 001)
- Xanterra Parks & Resorts, Inc. — all reported plans
- Media News Group Retirement/Savings Plan (plan 001)
- Media News Group, Inc. — all reported plans
- Mercy Housing, Inc. 403(B) Plan (plan 002)
- Mercy Housing, Inc. — all reported plans
- Mazzetti 401(K) Plan (plan 003)
- Mazzetti, Inc. — all reported plans
- Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust (plan 001)
- Jacksonville Orthopaedic Institute, Inc. — all reported plans
- Pipe Industry Health And Welfare Fund Of Colorado (plan 501)
- Board Of Trustees, Pipe Industry Health And Welfare — all reported plans
- Wind River Systems, Inc. 401(K) Plan (plan 001)
- Wind River Systems, Inc. — all reported plans
- Cherokee Nation Businesses LLC 401(K) Plan (plan 001)
- Cherokee Nation Businesses, LLC — all reported plans
- Kennecott Retiree Veba Health Care Plan (plan 501)
- Board Of Trustees Of The Health & Welfare Benefits Trust For Certain — all reported plans
- Community Reach Center Systems, Inc. Retirement Plan (plan 001)
- Community Reach Center Systems, — all reported plans
- Hall & Evans, LLC Employee Savings Plan (plan 003)
- Hall & Evans, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources