Plan Snapshot
- Plan Sponsor: Invo Peo, INC.
- Sponsor EIN: 271067748
- Sponsor Address: 800 OAK RIDGE TURNPIKE, SUITE A-500, OAK RIDGE, TN, 37830
- Plan Type: 401(k)
- Total Participants: 1,175
- Total Assets: $14.4M
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 | 1,175 | $14.4M | $820,353 | $1.7M |
| 2023 | 959 | $11.7M | $217,657 | $1.3M |
| 2022 | 5,219 | $13.1M | $299,110 | $2.2M |
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 |
|---|---|---|---|---|
| RODEFER MOSS & CO, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RODEFER MOSS & CO, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $134,904 | — | — | — | — |
| 2023 | $207,754 | — | $207,754 | — | — |
| 2022 | $189,723 | — | $189,723 | — | — |