Invesco National Trust Company
trustee11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1972 of mapped providers
Assets under administration$13.4B0.0%Market share · rank #1034
Fees received$644,709Median $42,542/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Invesco National Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Invesco National Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 4 | $65,297 | |
Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 51 | 3 | $9,306 | |
Trustee (individual)Code 20 | 1 | $6,167 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $369,970 |
Competitor overlap
Percent of Invesco National Trust Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Invesco National Trust Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Invesco National Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | Brandywine Global Investment | $1.4B |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBERCA · 956035266-001 | ULLICO Inc | $202M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $369,970 | 5y | - |
JOINT BOARD OF TRUSTEES, ELECTRICALMA · 042471895-002 | $1.6B | 10,127 | $0 | 9y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $6,167 | 2y | - |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | $570M | 7,245 | $42,542 | 10y | - |
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001 | $412M | 2,919 | $79,407 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 553 PENSION FUNDNY · 136637826-001 | $253M | 1,891 | $55,611 | 6y | - |
BOARD OF TRUSTEES OF BUILDING MATL DRIVERS LOCAL 436 PENSION FUNDPA · 346665225-001 | $111M | 1,287 | $6,723 | 10y | - |
BOARD OF TRUSTEES OF MARBLENY · 132967109-074 | $88M | 573 | $74,983 | 10y | - |
LOCAL UNION NO. 4, IBEWMO · 436031009-002 | $56M | 759 | $9,306 | 10y | 1 |
Flag exposure
88.9%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Invesco National Trust Company.
- DANIEL G MCCARTHY
- DANIEL GOLDBERG
- DANIEL GRANADON
- DANIEL GREENE
- INVESCO NATIONAL
- INVESCO NATIONAL TRUST
- INVESCO NATIONAL TRUST CO
- INVESCO NATIONAL TRUST CO.
- INVESCO NATIONAL TRUST COMPANY
- INVESCO NATIONAL TRUST COMPANY 46-3
- INVESCO NATIONAL TRUST COMPANY 84-0
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Invesco National Trust Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Invesco National Trust Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Invesco National Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| ASB Capital Management | 3 | 33.3% |
| ULLICO Inc | 3 | 33.3% |
| Boyd Watterson Asset Management LLC | 2 | 22.2% |
| Inter-Continental Real Estate Corp | 2 | 22.2% |
| Marquette Associates | 2 | 22.2% |
| Quan-Vest Consultants, Inc. | 2 | 22.2% |
| The Segal Company | 2 | 22.2% |
| Segal Marco Advisors | 2 | 22.2% |
| Adams Street Partners | 1 | 11.1% |
| AFL-CIO Housing Investment Trust | 1 | 11.1% |