Plans listing this provider
56
0.10% of the 56,420 plans with Schedule H financials; 60 in 2023
Providers › Invesco
Invesco
- Service provider, as named on Schedule C
- EIN 264521338
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$1,085,384,920
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 56 |
| 28 | Investment management | 55 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| Fluence Savings Plan | Fluence Energy | $80,874,247 | 932 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Criterion Systems 401(k) & Profit Sharing Plan | Criterion Systems | $55,848,775 | 795 | $0 |
| Computer Systems Center Inc 401(k) Retirement Plan | Computer Systems Center | $40,710,729 | 228 | $0 |
| Hannon Armstrong Capital LLC 401k Planrecordkeeper | Hannon Armstrong Capital | $34,528,345 | 213 | $0 |
| Generational Equity, LLC 401(k) Plan | Generational Equity | $32,563,014 | 269 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties | $27,019,002 | 600 | $0 |
| E.R. Jahna Industries, Inc. 401(k) Plan | E.R. Jahna Industries | $26,734,655 | 155 | $0 |
| Infinite Legacy, Inc. Retirement Savings Plan | Infinite Legacy | $26,582,087 | 353 | $0 |
| Asset Marketing Services 401(k) Retirement Plan | AMS Holdings | $25,570,175 | 268 | $0 |
| Vanguard Direct 401(k) Retirement Plan | Vanguard Direct | $24,727,295 | 139 | $0 |
| Blower-dempsay Corporation Retirement Savings Plan | Blower-dempsay | $23,880,960 | 299 | $0 |
| Bogle Vineyards Inc 401(k) Retirement Plan | Bogle Vineyards | $23,455,011 | 195 | $0 |
| Winklevoss Consultants, Inc. Savings & Retirement Plan | Winklevoss Consultants | $23,182,290 | 91 | $0 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler | $21,765,591 | 153 | $0 |
| Panini America, Inc. 401(k) Plan | Panini America | $20,632,473 | 271 | $0 |
| Intersport, LLC 401(k) Retirement Plan | Intersport | $18,058,931 | 198 | $0 |
| AOA 401(k) Plan | American Optometric Association | $16,638,219 | 114 | $0 |
| United Forming, Inc. 401(k) PSP | United Forming | $16,297,199 | 169 | $0 |
| Music Reports, Inc. 401k Retirement Plan | Music Reports | $15,184,445 | 115 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.