Original filing (PDF)20251006131329NAL0003454017001

INVO HEALTHCARE ASSOCIATES, LLC

Name: INVO HEALTHCARE ASSOCIATES, LLC — INVO HOLDINGS 401(K) PLAN, Form 5500 (2024)
Creator: INVO HEALTHCARE ASSOCIATES, LLC

Form 5500

FILING_RECEIVED

INVO HOLDINGS 401(K) PLAN

401(k) retirement plan

Signals · 1

44% in single holding

Active participants

1,016

Accounts w/ balance

661

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVO HEALTHCARE ASSOCIATES, LLC.

Plan sponsor

Name

INVO HEALTHCARE ASSOCIATES, LLC

EIN

32-0395173

Address

4200 W CYPRESS STREET · SUITE 550 · TAMPA, FL · 33607

Phone

(813) 549-5823

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	RECORDKEEPER	$48K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS	06-1397347	—	ADVISOR	$37K	—

Investments

9 direct securities· $22.9M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market Index Fund	—	—	—	$10.0M	43.3%
Vanguard Total International Stock Market Fund	—	—	—	$4.6M	19.8%
Vanguard Total Bond Market Index Fund	—	—	—	$2.6M	11.5%
Vanguard 500 Index Fund	—	—	—	$2.2M	9.6%

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