How big is Invesco Trust Company's plan?

Invesco Trust Company's plan reported $8.1M in assets for 2023.

Original filing (PDF)20240815080830NAL0022004912001

Invesco Trust Company

Name: Invesco Trust Company — VOYA Intermediate Fund, Form 5500 (2023)
Creator: Invesco Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

VOYA Intermediate Fund

Employee benefit plan · Invesco Trust Company's VOYA Intermediate Fund reported $8.1M in plan assets in 2023.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8K

Plan identifiers

Invesco Trust Company's EIN is 61-1246990.

EIN 61-1246990

Plan number 243

Plan year 2023

ACK ID 20240815080830NAL0022004912001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Invesco Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INVESCO TRUST COMPANY.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

INVESCO TRUST COMPANY

EIN

all filings

Address

1331 SPRING STREET NW, SUITE 2500 · ATLANTA, GA · 30309

Phone

(404) 892-0896

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

243

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-08-15

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $79K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.