INVO PEO, Inc.'s EIN is 27-1067748.
Download the official 2024 Form 5500 (PDF) for INVO PEO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)INVO PEO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | RECORDKEEPER | $49K | — |
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORDKEEPER | $33K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $208 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $13.8M | 96.0% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.4M | 10.0% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $1.4M | 9.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $1.2M | 8.7% | |
| FRANKLIN GROWTH SERIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 530 | Pooled Separate Account | — | — | $1.0M | 7.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $835K | 5.8% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $658K | 4.6% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $624K | 4.3% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $537K | 3.7% | |
| GOLDMAN SACHS TECHNOLOGY TOLLKEEPER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 265 | Pooled Separate Account | — | — | $532K | 3.7% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $513K | 3.6% | |
| VICTORY ESTABLISHED VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $371K | 2.6% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $362K | 2.5% | |
| ALLIANCEBERNSTEIN SMALL CAP GROWTH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 509 | Pooled Separate Account | — | — | $317K | 2.2% | |
| PRUDENTIAL JENNISON MID CAP GROWTH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 542 | Pooled Separate Account | — | — | $287K | 2.0% | |
| PIONEER EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 670 | Pooled Separate Account | — | — | $284K | 2.0% | |
| PIONEER EQUITY INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 670 | Pooled Separate Account | — | — | $284K | 2.0% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $277K | 1.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $257K | 1.8% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $233K | 1.6% | |
| MFS INTERNATIONAL INTRINSIC VALUE R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 518 | Pooled Separate Account | — | — | $223K | 1.5% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $221K | 1.5% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $209K | 1.5% | |
| BLACKROCK HEALTH SCIENCES OPS RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $179K | 1.2% | |
| PRUDENTIAL TOTAL RETURN BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $150K | 1.0% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $144K | 1.0% | |
| FIDELITY ADVISOR FOCUS EMERGING MRK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 325 | Pooled Separate Account | — | — | $123K | 0.9% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $81K | 0.6% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $51K | 0.4% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $37K | 0.3% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $37K | 0.3% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $20K | 0.1% | |
| MFS UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 519 | Pooled Separate Account | — | — | $10K | <0.1% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA MID-CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 546 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LORD ABBETT TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 584 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCURY FINANCIAL GROUP | 45-4770468 | — | CONSULTING | $54K | — |
