Plan Ledger DOL Form 5500 · updated monthly

Camillo Properties, LTD401(k)

CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Camillo Properties, LTD reported $67,650 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,085 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,765th-largest of 5,688 plans among Texas employers on file, and the 547th of 2,096 in real estate & leasing. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,511,009
Participants with balances516
Active participants449
Employer contributions$1,385,152
Employee contributions$3,471,579
Employer contribution per active participant$3,085
Average account balance$47,502
Benefits paid to participants$3,218,789
Plan auditUnmodified (clean) audit opinion
AuditorBAUER & COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,880
Investment management$30,770
Total administrative$67,650
The Camillo Properties, LTD 401(k) match · 2024
Employer contribution per active participant$3,085
Median for plans this size$2,416

Camillo Properties, LTD's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,880
RESOURCES INVESTMENT ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$19,427
MMA SECURITIES LLC · Investment advisory (plan)$11,330
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$67,650 · 0.31%
All plans at this employer2
ASSOCIATIONS OF TEXAS MEP401(k)
CAMILLO COMPANIES 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansReal Estate & Leasing · Texas
Norwood Management, Inc. TX$23.5M · 0.41%
The Morgan Group Inc. TX$23.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275109401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.