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

> Camillo Properties, Ltd&#39;s 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TEMPLETON & COMPANY LLP](https://planprovider.pro/provider/templeton-and-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|

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

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