Invo Healthcare Associates 401(k) match, vesting and fees
What Invo Healthcare Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Invo Healthcare Associates: employer contribution per participant | $308 | |
| Peer median | $1,438 |
| Invo Healthcare Associates: average balance | $44,539 | |
| Peer median | $41,205 |
| Invo Healthcare Associates: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.9M at the end of plan year 2021 to $26.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,444 | $26.9M | $186K | $308 | 0.25% | Not published | Form 5500 ↗ |
| 2024 | 1,487 | $23.1M | $224K | $339 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,880 | $21.1M | $223K | $301 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 2,438 | $18.1M | $267K | $335 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 3,924 | $20.9M | $346K | $493 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Invo Healthcare Associates match 401(k) contributions?
The match terms for the Invo Holdings 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $186K in employer contributions, about $308 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Invo Healthcare Associates 401(k) match vested?
The vesting schedule for the Invo Holdings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Invo Healthcare Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Usi Consulting Group. The plan administrator is Invo Healthcare Associates, LLC.
I left Invo Healthcare Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Invo Healthcare Associates, LLC, (813) 549-5823) or the recordkeeper, Usi Consulting Group. The Invo Healthcare Associates old 401(k) page lists the contacts from every plan filing. Find an old Invo Healthcare Associates 401(k)
Data from the public Form 5500 annual reports Invo Healthcare Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Invo Healthcare Associates. Not financial advice. Report a correction · Methodology