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Company:
IVZ, Inc.
Plan:
Invesco 401k Plan
 

IVZ, Inc.

86 Plan:

 
 
86
41
75
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (86) and the top rated plan (90) could equate to:
[How is this calculated?]
4 additional years of work
Up to $13,600 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Invesco 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Salary Deferral, and Total Plan Cost. Invesco 401k Plan currently has over 6,400 active participants and over $409.0M in plan assets.

 

 Retirement Plan Details

Address Two Peachtree Pointe
1555 Peachtree Street Ne
Atlanta, GA 30309 
Industry Finance and Insurance
Administrator David Romero
Sponsor Jeffrey G. Callahan
Net Plan Assets $409,000,000
Total Participants 6,400
Avg Account Balance $63,000

 Top 3 Funds in this 401k

1. Invesco Stable Value Fund 11%
2. Invesco International Growth Equity Trust 8%
3. Invesco 500 Index Trust 7%

  Plan Service Providers

Administration Charles Schwab
Recordkeeper Charles Schwab
Auditor Ernst & Young

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