Palermo Villa, Inc. 401(k) Plan
Sponsored by Palermo Villa, Inc. · EIN 391035704 · Plan #002
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 1,127
- With balances
- 607
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $96,373 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $36,847 |
| Vrakas S.C | Accounting, Direct payment from the plan, Other fees | $7,539 |
| Palermo Villa, Inc. | Other services, Other fees | $0 |