Filings through .
Kovitz Investment Group
Matched across 11 name variants in the filings
Kovitz Investment Group summary
Kovitz Investment Group appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 23,321 participants. The median client plan holds $33.2M. Most client plans are sponsored in CO, IL and PA. The largest clients by plan assets are Trustees of Sheet Metal Workers' Local 10 Pension Fund, Strand Associates, Inc. and Kodiak BP, LLC.. Plans reported $715K in direct and indirect compensation paid to Kovitz Investment Group. The median is $21K per plan.
- Participants
- 23,321
- Median plan assets
- $33.2M
- Median plan participants
- 495
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Trustees of Sheet Metal Workers' Local 10 Pension Fund | MN | $475M | 5,535 |
| Strand Associates, Inc. | WI | $199M | 571 |
| Kodiak BP, LLC. | CO | $192M | 5,218 |
| Miller, Cooper & Co., Ltd. | IL | $148M | 577 |
| Integrated Imaging Consultants, LLC | IL | $117M | 155 |
| Fiduciary Wise, LLC | AZ | $102M | 2,555 |
| Progress Residential | AZ | $76.8M | 2,369 |
| Tradebe Environmental Services | IN | $70.2M | 1,100 |
| BVPV Styrenics LLC | OH | $39.7M | 95 |
| Associated Surgeons & Physicians, LLC | IN | $38.4M | 276 |
| Hall Prangle LLC | IL | $28.1M | 162 |
| Kodiak Interiors | CO | $26.6M | 789 |
| Schell Games, LLC | PA | $19.7M | 199 |
| Latitude 36 Foods LLC | CA | $13.6M | 1,219 |
| Wesley Spectrum Services | PA | $12.4M | 193 |
| Watermill Express LLC | CO | $12.3M | 397 |
| Level Interactive, Inc. Dba Level Agency | PA | $12.2M | 261 |
| Super Vacuum Manufacturing Co | CO | $10.9M | 192 |
| Lasalle Staffing, Inc. Dba Lasalle Network | IL | $7.5M | 418 |
| Pretium Employer, LLC | NY | $1.5M | 1,040 |
- MNParticipants 5,535
- WIParticipants 571
- Kodiak BP, LLC.$192MCOParticipants 5,218
- ILParticipants 577
- ILParticipants 155
- Fiduciary Wise, LLC$102MAZParticipants 2,555
- Progress Residential$76.8MAZParticipants 2,369
- INParticipants 1,100
- BVPV Styrenics LLC$39.7MOHParticipants 95
- INParticipants 276
- Hall Prangle LLC$28.1MILParticipants 162
- Kodiak Interiors$26.6MCOParticipants 789
- Schell Games, LLC$19.7MPAParticipants 199
- Latitude 36 Foods LLC$13.6MCAParticipants 1,219
- Wesley Spectrum Services$12.4MPAParticipants 193
- Watermill Express LLC$12.3MCOParticipants 397
- PAParticipants 261
- COParticipants 192
- ILParticipants 418
- NYParticipants 1,040
Top client states
- CO4 plans
- IL4 plans
- PA3 plans
- AZ2 plans
- IN2 plans
Frequently asked questions
- Who uses Kovitz Investment Group?
- 20 retirement plans list Kovitz Investment Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of Sheet Metal Workers' Local 10 Pension Fund, Strand Associates, Inc., Kodiak BP, LLC., Miller, Cooper & Co., Ltd. and Integrated Imaging Consultants, LLC. Most client plans are sponsored in CO, IL and PA.
- How many plans does Kovitz Investment Group serve?
- Kovitz Investment Group serves 20 retirement plans with $1.6B in plan assets and 23,321 participants, based on the latest Form 5500 filings through 2024.
- What does Kovitz Investment Group charge?
- Plans reported $715K in total Schedule C compensation paid to Kovitz Investment Group. The median plan paid $21K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served20+12 YoYRank #2139 of mapped providers
Assets under administration$1.6B0.0%Rank #4696 by share of filed assets
Fees received$714,596Median $21,088/planSum across Schedule C direct + indirect
Net wins YoY-32 won - 5 lostPlan-level switch detection
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