Plan Snapshot
- Plan Sponsor: Camillo Properties, Ltd
- Sponsor EIN: 275109401
- Sponsor Address: 13141 NORTHWEST FRWY, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $490,678 | $2.5M |
| 2022 | 461 | $15.8M | $581,108 | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $51,368 | — | $51,368 |
| 3(16) FIDUCIARY SERVICES CORPORATIO | RECORDKEEPER | $27,859 | — | $27,859 |
| TEMPLETON & COMPANY LLP | AUDIT | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- TEMPLETON & COMPANY LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,227
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $67,102 | — | $17,805 | — | — |
| 2022 | $85,741 | $79,741 | — | — | $6,000 |