Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Invesco Advisers, Inc.
Invesco Advisers, Inc.
- Service provider, as named on Schedule C
- EIN 581707262
- Plan year 2024
- Direct compensation reported $3,452,816
Assets of those plans
$60,268,737,454
0.77% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,452,816
100% 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 |
|---|---|---|
| 28 | Investment management | 9 |
| 51 | Investment management fees paid directly by plan | 6 |
| 99 | Other fees | 6 |
| 50 | Direct payment from the plan | 5 |
| 27 | Investment advisory (plan) | 1 |
| 52 | Investment management fees paid indirectly by plan | 1 |
| 67 | Other insurance wrap fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CVS Health Future Fund 401(k) Plan | CVS Health | $30,087,909,242 | 230,636 | $950,497 |
| Phillips 66 Savings Plan | Phillips 66 | $7,674,758,862 | 17,803 | $705,211 |
| Allstate 401(k) Savings Plan | Allstate | $7,621,544,509 | 60,084 | $467,966 |
| Tyson Foods, Inc. Retirement Savings Plan | Tyson Foods | $3,735,357,745 | 63,329 | $240,957 |
| The Northern Trust Company Thrift-incentive Plan | Northern Trust | $3,335,090,472 | 13,938 | $273,694 |
| Ally Financial Inc. Retirement Savings Plan | Ally Financial | $2,875,791,720 | 15,056 | $236,948 |
| CNA 401(k) Plan | Continental Casualty | $2,505,559,000 | 9,282 | $300,206 |
| Fujitsu Group Defined Contribution and 401(k) Plan | Fujitsu North America | $1,528,069,020 | 5,846 | $61,157 |
| AMS Osram Savings Plan | Osram Sylvania | $486,920,985 | 2,769 | $143,406 |
| Savings and Investment Plan of Sasol (USA) Corporation | Sasol (USA) | $417,735,899 | 1,834 | $72,774 |
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.