# Camillo Properties Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/camillo-properties-ltd-401k-plan-002

> Camillo Properties Ltd.'s 401(k) plan: 449 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — INV ADV, PARTICIPANTS

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/camillo-properties-ltd-401k-plan-002)

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