# Invesco Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/invesco-trust-company-810862311-001

> Invesco Trust Company'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 Trust Company

- **Sponsor EIN:** 810862311

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.0B

## 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|$2.0B|$0|$0|

| 2023|0|$2.0B|$0|$0|

| 2022|0|$1.9B|$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|

| LOOMIS SAYLES & COMPANY LP|Other Service Provider|$1,691,608|—|$1,691,608|

| BNY MELLON GLOBAL ASSET SERVICING|Custodian / Trustee|$51,052|—|$51,052|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$32,685|—|$32,685|

### 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:** $1,775,345

- **Estimated Expense Ratio:** 0.088% 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|$1,759,306|$1,691,608|—|$15,013|—|

| 2023|$1,796,567|$1,662,746|—|$14,255|—|

| 2022|$1,743,765|$1,607,745|—|—|$136,020|

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