Plan Snapshot
- Plan Sponsor: Rvo Health, LLC
- Sponsor EIN: 881570490
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Total Participants: 1,294
- Total Assets: $69.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,294 | $69.2M | $7.7M | $14.8M |
| 2023 | 1,343 | $40.3M | $7.2M | $13.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INS OPS CO LLC | RECORDKEEPER | $41,603 | — | $41,603 |
| BAKER TILLY US LLP | ACCOUNTANT/AUDITOR | $17,500 | — | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INS OPS CO LLC — RECORDKEEPER
- BAKER TILLY US LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,103
- Estimated Expense Ratio: 0.085% 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 | $59,070 | — | — | $17,500 | — |
| 2023 | $21,190 | — | — | — | — |