Plan Snapshot
- Plan Sponsor: Camillo Properties Ltd.
- Sponsor EIN: 275109401
- Sponsor Address: 13141 NORTHWEST FREEWAY, HOUSTON, TX, 770406307
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $24.5M
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. |
|---|---|---|---|---|
| 2024 | 449 | $24.5M | $1.4M | $3.5M |
| 2023 | 430 | $19.4M | $299,668 | $731,098 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $36,880 | — | $36,880 |
| RESOURCES INVESTMENT ADVISORS, LLC | INV ADV, PARTICIPANTS | $19,427 | $15 | $19,442 |
| MMA SECURITIES LLC | INVESTMENT ADVISORY | $11,330 | $11 | $11,341 |
| BAUER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS, LLC — INV ADV, PARTICIPANTS
- MMA SECURITIES LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,663
- Estimated Expense Ratio: 0.276% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $67,650 | $30,770 | $36,880 | — | — |
| 2023 | $5,784 | — | $5,784 | — | — |