# Invo Healthcare Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/invo-healthcare-associates-llc-401k-plan

> Invo Healthcare Associates, LLC's 401(k) plan: 1,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Invo Healthcare Associates, LLC

- **Sponsor EIN:** 320395173

- **Sponsor Address:** 4200 W CYPRESS STREET, TAMPA, FL, 33607

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

- **Total Participants:** 1,016

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1,016|$23.1M|$223,865|$1.5M|

| 2023|1,400|$21.1M|$222,791|$1.8M|

| 2022|2,010|$18.1M|$266,670|$2.0M|

## 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|

| USI CONSULTING GROUP|RECORDKEEPER|$47,981|—|$47,981|

| USI ADVISORS|ADVISOR|$36,797|—|$36,797|

| TORRILLO & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TORRILLO & ASSOCIATES, LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,778

- **Estimated Expense Ratio:** 0.367% 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|$84,778|$36,797|—|—|—|

| 2023|$51,351|$37,879|—|—|—|

| 2022|$47,605|—|—|—|$47,605|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/invo-healthcare-associates-llc-401k-plan)

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