Invo Peo, Inc. 401(k) Plan
Sponsored by Invo Peo, Inc. · EIN 271067748 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 1,175
- With balances
- 760
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercury Financial Group | Consulting (pension) | $53,509 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $49,221 |
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $32,514 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $7,328 |
| Transamerica Trust Company | Trustee (institutional) | $208 |