littleton_public_schools_q1_2024_portfolio_review.pdf
Investment Consulting Contract with Innovest Portfolio Solutions LLC Ongoing
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Description
Littleton Public Schools continues its long-term engagement with Innovest Portfolio Solutions, LLC for investment consulting services across all retirement plans. The most recent annual fee for Innovest is $35,056, covering services like fiduciary education, fee review, and investment menu oversight.
Contract Details
Contract Amount
$35,056 (0.16% of plan assets)
Vendor
INNOVEST PORTFOLIO SOLUTIONS LLC
Agency
Littleton School District 6, CO
Contract Type
PROFESSIONAL_SERVICES
Document Date
March 31, 2024
Contract Term
December 2014 – present (ongoing annual engagement)
Renewal Info
Contract originated December 2014; ongoing engagement with annual reviews. No specific renewal date, but continued documented services each year to present.
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