# Palermo Villa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/palermo-villa-inc-401k-plan

> Palermo Villa, INC.'s 401(k) plan: 1,127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palermo Villa, INC.

- **Sponsor EIN:** 391035704

- **Sponsor Address:** 3301 WEST CANAL STREET, MILWAUKEE, WI, 532084137

- **Plan Type:** 401(k)

- **Total Participants:** 1,127

- **Total Assets:** $38.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,127|$38.9M|$1.5M|$3.1M|

| 2023|1,022|$30.4M|$1.4M|$2.7M|

| 2022|780|$23.1M|$1.2M|$2.3M|

## 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|

| VRAKAS S.C.|Auditor|$7,539|—|$7,539|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,539

- **Estimated Expense Ratio:** 0.019% 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|$140,761|$36,849|$96,373|$7,539|—|

| 2023|$112,981|$35,776|$72,307|$4,898|—|

| 2022|$113,290|$34,988|$70,201|—|$8,101|

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