Invo Peo 401(k) plan

Invo Peo, Inc., Oak Ridge, TN. EIN 27-1067748. Annual reports 2013–2024. Also filed as American Employer Group, Inc.

Invo Peo, Inc. has one active retirement plan on file, the Invo Peo, Inc. 401(k) Plan, with 1,447 participants and $14.4 million in assets in 2024. Transamerica has been its recordkeeper since 2015. No traditional pension plan appears in Invo Peo's filings since 2013.

Active plans: 1
Participants: 1,447
Plan assets: $14.4 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Business services

The plan

Invo Peo, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-1067748
Participants (2024): 1,447
Net assets (2024): $14.4 million
Recordkeeper: Transamerica2015–2024
Plan administrator: Invo Peo, Inc.
800 Oak Ridge Turnpike, Suite A-500
Oak Ridge, TN 37830
(865) 481-0910As filed for 2024
In effect since: January 1, 2013

Earlier sponsor: American Employer Group, Inc. (2013–2015).

Earlier plan names: Aeg, Inc. Mep 401(k) Plan.

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,447	$14.4 million	Transamerica
2023	1,356	$11.7 million	Transamerica
2022	5,630	$13.1 million	Transamerica
2021	5,299	$14.2 million	Transamerica
2020	1,931	$12.0 million	Transamerica
2019	2,424	$9.0 million	Transamerica
2018	957	$7.3 million	Transamerica
2017	876	$9.3 million	Transamerica
2016	902	$6.3 million	Transamerica
2015	588	$5.3 million	Transamerica
2014	548	$5.1 million	not listed
2013	569	$5.1 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Invo Peo, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((865) 481-0910). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Invo Peo, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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