Invesco 401(k) Plan
Sponsored by Invesco Holding Company (Us), Inc. · EIN 582287224 · Plan #010
- Total assets
- $2.0B
- Net assets
- $1.9B
- Active participants
- 3,148
- With balances
- 4,891
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $151,169 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $15,065 |
| Merit Financial Advisors | Investment advisory (participants), Direct payment from the plan | $14,350 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,304 |