Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Invesco
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Invesco is named as a service provider on the Schedule C of 59 retirement plans with 100 or more participants for plan year 2024, covering 122,377 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $357K. Per plan, the median was $4.02 per participant, with the middle half of plans between $3.90 and $7.20. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Maryland (8), Texas (6) and California (5).
In 2010 it appeared on 9 such filings; in 2024, 60. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.90 | $4.02 | $7.20 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.01% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | UT | 86,655 | $6.83B | $348K |
| Core Power Yoga, LLC Employee Savings Trust | Core Power Yoga, LLC | CO | 8,216 | $4.9M | $0 |
| Professional Case Management 401(k) Plan | Act for Health DBA Professional Case Management | CO | 5,586 | $9.5M | $0 |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition, LLC | TX | 2,979 | $7.4M | $0 |
| Ret. Program for Ees of Viskase Companies, Inc. | Viskase Companies, Inc. | IL | 1,091 | $88.5M | $4,138 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Fluence Savings Plan | Fluence Energy, LLC | VA | 952 | $80.9M | $0 |
| Criterion Systems 401(k) & Profit Sharing Plan | Criterion Systems, L.L.C | VA | 796 | $55.8M | $0 |
| The Fikes Companies Profit Sharing Plan & Trust | Fikes Wholesale, LLC | TX | 721 | $10.5M | $0 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties, Inc. | OK | 690 | $27.0M | $0 |
| Klarna 401(k) Plan | Klarna, Inc. | OH | 584 | $32.1M | $0 |
| Revive 401(k) Plan | Revive Health Senior Center, LLC | NV | 583 | $3.2M | $0 |
| Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund | Iron Workers, Riggers & Machinery Movers Local 405 Annuity Fund | PA | 482 | $28.3M | $5,008 |
| Sunland Employee Leasing, LLC 401(k) Plan | Sunland Employee Leasing, LLC | TN | 444 | $2.9M | $0 |
| Hei Civil 401(k) Plan | Hudick Excavating, Inc. | CO | 443 | $6.4M | $0 |
| Iroquois Memorial Hospital and Resident Home 401(k) Plan | Iroquois Memorial Hospital and Resident Home | IL | 413 | $14.9M | $0 |
| Lorain County Community Action Agency 403(b) Thrif | Lorain County Community Action Agency | OH | 406 | $4.0M | $0 |
| Omitron Inc. 401(k) Profit Sharing Plan | Omitron Inc. | MD | 380 | $67.1M | $0 |
| Infinite Legacy, Inc. Retirement Savings Plan | Infinite Legacy, Inc. | MD | 379 | $26.6M | $0 |
| Generational Equity, LLC 401(k) Plan | Generational Equity LLC | TX | 373 | $32.6M | $0 |
| G3 Technologies Inc. 401(k) Plan | G3 Technologies Inc. | MD | 352 | $59.5M | $0 |
| Bogle Vineyards Inc. 401(k) Retirement Plan | Bogle Vineyards Inc. | CA | 348 | $23.5M | $0 |
| Terry's Electric 401(k) Savings Plan | Terry's Electric, Inc. | FL | 348 | $11.9M | $0 |
| Blower-Dempsay Corporation Retirement Savings Plan | Blower-Dempsay Corporation | CA | 306 | $23.9M | $0 |
| Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust | Tri-Gas & Oil Co. Inc. | MD | 301 | $10.8M | $0 |
| Panini America, Inc. 401(k) Plan | Panini America, Inc. | TX | 301 | $20.6M | $0 |
| Asset Marketing Services 401(k) Retirement Plan | Ams Holdings, LLC | MN | 299 | $25.6M | $0 |
| Vaughan Buckley Construction 401(k) Plan | Buckley Futures LLC | PA | 294 | $4.0M | $0 |
| Trinity Products LLC 401(k) Plan | Trinity Metal Products LLC | MO | 293 | $13.2M | $0 |
| Concrete Pump Partners 401(k) Plan | Concrete Pump Partners | TN | 264 | $6.2M | $0 |
| Decorative Panels 401(k) Plan | Decorative Panels International | OH | 245 | $2.2M | $0 |
| Sign, Pictorial and Display Union Local No. 591 AFL-CIO Pension Fund | JT BD of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen FD | MI | 244 | $19.4M | $0 |
| Intersport, LLC 401(k) Retirement Plan | Intersport, LLC | IL | 244 | $18.1M | $0 |
| Computer Systems Center Inc. 401(k) Retirement Plan | Computer Systems Center Inc. | VA | 241 | $40.7M | $0 |
| United Forming, Inc. 401(k) PSP | United Forming, Inc. | GA | 229 | $16.3M | $0 |
| U.M. FDSP Associates, P.A. 401(k) Profit Sharing Plan | U.M. FDSP Associates, P.A. | MD | 227 | $9.0M | $0 |
| Hannon Armstrong Capital LLC 401(k) Plan | Hannon Armstrong Capital LLC | MD | 220 | $34.5M | $0 |
| Nite Ize, Inc. 401(k) Retirement Savings Plan | Nite Ize, Inc. | CO | 209 | $13.3M | $0 |
| Blaze Pizza 401(k) Plan | Blaze Pizza LLC | GA | 204 | $5.2M | $0 |
Questions and answers
How many plans does Invesco serve?
59 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Invesco?
The median plan reported $4.02 per participant in direct and indirect compensation (3 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (53 plans), Investment advisory (plan) (3 plans), Recordkeeping and information management (1 plans) and Trustee (bank, trust company, or similar financial institution) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.