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Original filing (PDF)20240815080830NAL0022004912001
INVESCO TRUST COMPANY
Form 5500
FILING_RECEIVED
VOYA INTERMEDIATE FUND
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8K
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 (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESCO TRUST COMPANY.
Plan sponsor
Name
INVESCO TRUST COMPANY
EIN
61-1246990
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 reportedInvestments
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO SHORT-TERM INVESTMENT FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 001 | Common Collective Trust | $79K | 1.0% |
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