# Invesco Advisers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/invesco-advisers-inc-932703563-001

> Invesco Advisers, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Invesco Advisers, INC.

- **Sponsor EIN:** 932703563

- **Sponsor Address:** 1331 SPRING STREET NW, SUITE 2500, ATLANTA, GA, 30309

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $269.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$269.0M|$0|$0|

| 2023|0|$316.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$68,297|—|$68,297|

| STATE STREET BANK & TRUST COMPANY|Other Service Provider|$57,053|—|$57,053|

| NORTHEAST RETIREMENT SERVICES LLC|Other Service Provider|$44,780|—|$44,780|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,130

- **Estimated Expense Ratio:** 0.063% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$172,831|$44,780|$16,614|$68,153|—|

| 2023|$65,292|$6,967|$1,150|$53,625|—|

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