Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INNOVUS ADVISORS, LLC
EIN 45-5032838investment bankingLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
4
P.O. BOX 241501 - SANTA MONICA, CA 90403310-445-5505innovusadvisors.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARBLE ONE DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARBLE ONE PROFIT SHARING 401(K) PLAN
401k
Assets$91K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARBLE ONE DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 2 | 2025 | |
| 002 | MARBLE ONE PROFIT SHARING 401(K) PLAN | 401k | $91K | 2 | 2025 |
Retirement plans