INNOVEST PORTFOLIO SOLUTIONS LLC
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31+8 YoYRank #516 of mapped providers
Assets under administration$4.4B0.0%Market share · rank #2074
Fees received$1MMedian $37,500/planSum across Schedule C direct + indirect
Net wins YoY+810 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical INNOVEST PORTFOLIO SOLUTIONS LLC plan look like?
Service mix · median fees per plan
Count of plans where INNOVEST PORTFOLIO SOLUTIONS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 16 | $35,888 | |
Consulting (general); Investment advisory (plan)Code 16 | 3 | $45,900 | |
Investment managementCode 28 | 3 | $38,371 | |
Other feesCode 99 | 3 | $37,500 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other servicesCode 15 | 2 | $34,602 | |
Investment management fees paid directly by plan; Investment advisory (participants); Direct payment from the plan; Investment management; Investment advisory (plan)Code 26 | 2 | $28,750 | |
Contract Administrator; Direct payment from the plan; Investment advisory (plan)Code 13 | 1 | $37,598 | |
Other commissionsCode 55 | 1 | $55,813 |
Competitor overlap
Percent of INNOVEST PORTFOLIO SOLUTIONS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under INNOVEST PORTFOLIO SOLUTIONS LLC.
| Sponsor | From | Assets |
|---|---|---|
SANMINA CORPORATIONCA · 770228183-001 | KUTAK ROCK LLP | $590M |
KUTAK ROCK LLPNE · 470597598-001 | CAPFINANCIAL PARTNERS LLC | $536M |
SANTA YNEZ BAND OF CHUMASH INDIANSCA · 770374673-001 | THE VANGUARD GROUP, INC. | $144M |
WEINTRAUB TOBIN CHEDIAK COLEMAN GROCA · 680231351-001 | ASCENSUS LLC | $60M |
THE HAGADONE CORPORATIONID · 820288922-005 | GREAT-WEST LIFE & ANNUITY INSURANCE | $43M |
BANK OF THE ORIENTCA · 941732792-001 | PATRICK & BUZARELLOS | $26M |
AMAX ENGINEERING CORPORATIONCA · 770046535-001 | BANCWEST INVESTMENT SERVICES INC | $26M |
CONTEC, LLCNY · 201749576-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9M |
DYSONS INC.ID · 820250931-002 | AMERICAN UNITED LIFE INSURANCE CO | $7M |
Plans lost in 2024
Appeared last year under INNOVEST PORTFOLIO SOLUTIONS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WIND RIVER SYSTEMS, INC.CA · 942873391-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $270M |
MAZZETTI, INC.CA · 941722463-003 | VOYA RETIREMENT INSURANCE & ANNUITY | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SANMINA CORPORATIONCA · 770228183-001 | $590M | 6,492 | $9,275 | 1y | 2 |
KUTAK ROCK LLPNE · 470597598-001 | $536M | 1,274 | $45,000 | 1y | - |
CHEROKEE NATION BUSINESSES, LLCOK · 113784371-001 | $492M | 11,197 | $45,900 | 2y | 2 |
THE WESTERN UNION COMPANYCO · 204531180-001 | $447M | 2,768 | $75,000 | 10y | 1 |
LOGITECH INC.CA · 942810519-002 | $360M | 1,980 | $38,371 | 5y | 1 |
MEDIA NEWS GROUP, INC.CO · 760425553-001 | $335M | 4,357 | $40,600 | 4y | 1 |
BROWNSTEIN HYATT FARBER SCHRECK, LLPCO · 261367865-001 | $248M | 877 | $58,897 | 10y | - |
TRIBUNE PUBLISHING COMPANYCO · 383919441-001 | $196M | 2,699 | $40,600 | 3y | 1 |
IRIDIUM SATELLITE, LLCAZ · 542000237-001 | $174M | 1,205 | $60,000 | 6y | 1 |
SANTA YNEZ BAND OF CHUMASH INDIANSCA · 770374673-001 | $144M | 3,234 | $27,445 | 1y | 1 |
Flag exposure
87.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into INNOVEST PORTFOLIO SOLUTIONS LLC.
- INNOVEST
- INNOVEST PORFOLIO SOLUTIONS LL
- INNOVEST PORTFOIO SOLUTIONS LLC
- INNOVEST PORTFOLI0 SOLUTIONS LLC
- INNOVEST PORTFOLIO
- INNOVEST PORTFOLIO SOL
- INNOVEST PORTFOLIO SOL.
- INNOVEST PORTFOLIO SOLITIONS LLC
- INNOVEST PORTFOLIO SOLUT
- INNOVEST PORTFOLIO SOLUTIONS
- INNOVEST PORTFOLIO SOLUTIONS L
- INNOVEST PORTFOLIO SOLUTIONS LLC
- INNOVEST PORTFOLIO SOLUTIONS,
- INNOVEST PORTFOLIO SOLUTIONS, INC
- INNOVEST PORTFOLIO SOLUTIONS, INC.
- INNOVEST PORTFOLIO SOLUTIONS, LLC
- INNOVEST PORTFOLIO SOLUTIONS,LLC
- INNOVEST PROTFOLIO
- INOVEST PORTFOLIO SOLUTIONS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for INNOVEST PORTFOLIO SOLUTIONS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 3.23% | 26.94% | -23.72 pp |
| Late contributions | 9 | 29.03% | 1.71% | +27.32 pp |
| Failed to provide benefit | 2 | 6.45% | 0.14% | +6.31 pp |
| Corrective distributions | 10 | 32.26% | 1.76% | +30.50 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with INNOVEST PORTFOLIO SOLUTIONS LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).