Invo Peo, Inc. 401(k) Plan: Login, Facts & Contact Information

Invo Peo, Inc. 401(k) Plan Facts

Plan name
INVO PEO, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INVO PEO, INC.
Participants
1,763 (1,175 active employees)
Former employees with a balance
248
Plan assets
$14,373,588 at Dec 31, 2024
Average account balance
$18,913 across 760 accounts
Employer contributions
$820,353 in plan year 2024 (32% of all contributions)
Recordkeeper
Erisa Services, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.53 million went into the plan in contributions, $820,353 of it from the employer (32%).
  • $1.62 million was paid out to participants.
  • Investment and other income added $1.43 million.
  • Administrative expenses were $134,904, about $178 per account.

How the Invo Peo, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,156$9.04 million$258,047$962,477
20202,142$12.0 million$324,172$657,706
20215,381$14.2 million$401,290$871,777
20225,557$13.1 million$299,110$874,141
20232,238$11.7 million$217,657$4.51 million
20241,763$14.4 million$820,353$1.62 million

Invo Peo, Inc. 401(k) Contact Information

Phone
865-481-0910
Mailing address
800 OAK RIDGE TURNPIKE, SUITE A-500, OAK RIDGE TN 37830
Plan sponsor
INVO PEO, INC.
Employer identification number (EIN)
27-1067748
Plan number
001

Questions about the Invo Peo, Inc. 401(k)

Does Invo Peo, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $820,353, 32% of all contributions.

Does the Invo Peo, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Invo Peo, Inc 401(k) plan?

1,763 participants at the start of plan year 2024, 1,175 of them active employees, and 248 former employees who still had money in the plan.

What is the average 401(k) balance at Invo Peo, Inc?

About $18,913 per account: $14.4 million in plan assets across 760 accounts with a balance at the end of plan year 2024.

Who manages the Invo Peo, Inc 401(k) accounts?

ERISA SERVICES, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Invo Peo, Inc. How do I access my 401(k)?

Your account stays with ERISA SERVICES, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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