Vivian MORA signed Camillo Properties Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Camillo Properties Ltd.'s EIN is 27-5109401.
Download the official 2024 Form 5500 (PDF) for Camillo Properties Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Camillo Properties Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INV ADV, PARTICIPANTS | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CRM American Funds 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $4.4M | 18.0% | |
| CRM American Funds 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $4.1M | 16.6% | |
| CRM American Funds 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.9M | 12.0% | |
| CRM American Funds 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.5M | 10.2% | |
| CRM American Funds 2055 Target Date Retirement R6 Fund | Mutual Funds | — | — | $2.2M | 9.2% | |
| CRM American Funds 2060 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.6M | 6.4% | |
| CRM American Funds 2025 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.3M | 5.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 4.8% | |
| CRM American Funds 2020 Target Date Retirement R6 Fund | Mutual Funds | — | — | $750K | 3.1% | |
| Notes receivable from * participants Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $483K | 2.0% | |
| CRM American Funds 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $305K | 1.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $208K | 0.8% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $154K | 0.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $115K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $103K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $85K | 0.3% | |
| CRM American Funds 2015 Target Date Retirement R6 Fund | Mutual Funds | — | — | $82K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $60K | 0.2% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $50K | 0.2% | |
| Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $40K | 0.2% | |
| MFS International Diversification R6 Fd | Mutual Funds | — | — | $27K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $17K | <0.1% | |
| Mcquarie Mid Cap Growth R6 Fund | Other securities | — | — | $12K | <0.1% | |
| Victory Sycamore Established Value R6 Fd | Other securities | — | — | $11K | <0.1% | |
| Neuberger Berman Genesis R6 Fund | Other securities | — | — | $10K | <0.1% | |
| CRM American Funds Bond Fund of America R6 Fund ** 162 Fidelity US Bond Index Fund | Mutual Funds | — | — | $9K | <0.1% | |
| CRM American Funds Bond Fund of America R6 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $11K | — |
