Invesco 401(K) Plan — Form 5500 plan (Invesco Holding Company (Us), Inc.)
Plain-English plan 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, Invesco 401(K) Plan is a benefit plan reported by Invesco Holding Company (Us), Inc. under EIN 58-2287224 and plan number 010. The latest loaded filing year is 2023. The filing reports 5,200 participants and $1,780,051,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invesco Holding Company (Us), Inc.
- EIN
- 58-2287224
- Plan number
- 010
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 5,200
- End-of-year plan assets
- $1,780,051,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,200 | H, C | 20240823151907NAL0010626512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,780,051,872
- Total liabilities (EOY)
- $68,824
- Net assets (EOY)
- $1,779,983,048
- Net assets (BOY)
- $1,572,030,977
Income & contributions
- Employer contributions
- $34,300,219
- Participant contributions
- $51,295,116
- Total contributions
- $93,801,478
- Total income / additions
- $334,417,747
Expenses & distributions
- Benefits paid
- $126,248,746
- Administrative expenses
- $158,647
- Total expenses
- $126,465,676
- Net increase / (decrease)
- $207,952,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $158,797 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors LLC | NONE | $12,594 | not reported in the loaded dataset | 2023 |
| Merit Financial Advisors | NONE | $11,034 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,949 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Invesco Holding Company (Us), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Financial Engines Advisors LLC — Schedule C compensation
- Merit Financial Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation