2023 Form 5500 filing — Invesco 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240823151907NAL0010626512001) for Invesco 401(K) Plan, reported by Invesco Holding Company (Us), Inc. under EIN 58-2287224 and plan number 010. It reports 5,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823151907NAL0010626512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Invesco Holding Company (Us), Inc.
- EIN
- 58-2287224
- Plan number
- 010
- Location
- Atlanta, GA
- Participants
- 5,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,780,051,872
- Total liabilities (EOY)
- $68,824
- Net assets (EOY)
- $1,779,983,048
- Employer contributions
- $34,300,219
- Participant contributions
- $51,295,116
- Total income / additions
- $334,417,747
- Benefits paid
- $126,248,746
- Administrative expenses
- $158,647
- Total expenses
- $126,465,676
- Net increase / (decrease)
- $207,952,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $158,797 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $12,594 | not reported in the loaded dataset |
| Merit Financial Advisors | NONE | $11,034 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,949 | $0 |