What public Form 5500 filings show about the INVO PEO, Inc. 401(k) plan — and how to find and check your own account.
INVO PEO, Inc. (EIN 27-1067748) reports INVO PEO, INC. 401(K) PLAN on its most recent Form 5500, with $14.4M in plan assets across 1,175 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full INVO PEO, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ERISA SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your INVO PEO, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA TRUST, TRANSAMERICA FINANCIAL LIFE INS, LEAFHOUSE FINANCIAL ADVISORS, MERCURY FINANCIAL GROUP.
