# Rvo Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rvo-health-llc-401k-plan

> Rvo Health, LLC's 401(k) plan: 1,294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Prairiecare, LLC](https://planprovider.pro/companies/prairiecare-llc-401k-plan) — 757 participants

- [Eugene Therapy, LLC](https://planprovider.pro/companies/eugene-therapy-llc-401k-plan) — 1,834 participants

- [Mayo Holding Company](https://planprovider.pro/companies/mayo-holding-company-401k-plan) — 3,587 participants

- [Mayo Clinic](https://planprovider.pro/companies/mayo-clinic-plan-001) — 74,151 participants

- [Mayo Clinic](https://planprovider.pro/companies/mayo-clinic-403b-plan) — 87,000 participants

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

© 2026 PlanProvider.Pro