What public Form 5500 filings show about the Invesco Holding Company (US), Inc. 401(k) plan — and how to find and check your own account.
Invesco Holding Company (US), Inc. (EIN 58-2287224) reports INVESCO 401(K) PLAN on its most recent Form 5500, with $2.0B in plan assets across 3,148 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Invesco Holding Company (US), Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Invesco Holding Company (US), Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FINANCIAL ENGINES ADVISORS, CHARLES SCHWAB & CO, MERIT FINANCIAL ADVISORS.
