Innovest Portfolio — 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 is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $135,075 and reported indirect compensation totals $22.

Reported compensation summary

Reported direct compensation
$135,075
Reported indirect compensation
$22
Total reported compensation
$135,097
Filings
5
Plan sponsors
4
Plans
4
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

Plan sponsors reporting the most compensation to Innovest Portfolio
SponsorStatePlansReported compensation
Long Building Technologies, Inc.CO1$59,710
Board Of Trustees, Colorado Pipe Industry AnnuityCO1$36,294
Hercules Industries, Inc.CO1$33,109
Translogic CorporationCO1$5,984

State footprint

Plans reporting Innovest Portfolio are sponsored in CO (4).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Long Building Technologies, Inc.Long Building Technologies, Inc. 401(K) Profit Sharing Plan2023$47,702$22
Board Of Trustees, Colorado Pipe Industry AnnuityColorado Pipe Industry Annuity And Salary Deferral Trust2023$36,294not reported in the loaded dataset
Hercules Industries, Inc.Hercules Industries, Inc. 401(K) Profit Sharing Plan And Trust2023$33,109not reported in the loaded dataset
Long Building Technologies, Inc.Long Building Technologies, Inc. 401(K) Profit Sharing Plan2023$11,986not reported in the loaded dataset
Translogic CorporationSwisslog Retirement Income Plan For Salaried Employees2023$5,984not reported in the loaded dataset

Related Form 5500 pages