Jeffrey Beine signed Palermo Villa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palermo Villa, Inc.'s EIN is 39-1035704.
Download the official 2024 Form 5500 (PDF) for Palermo Villa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palermo Villa, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS S.C | 39-1453055 | — | ACCOUNTANT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALERMO VILLA, INC. | 39-1035704 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime Hy 2055 CIT U | Common Collective Trusts | — | $0 | $5.4M | 14.0% | |
| T. Rowe Price Value I Fund | Other securities | — | $0 | $5.1M | 13.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.1M | 13.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.6M | 11.9% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.3M | 11.0% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $4.3M | 11.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.3M | 8.4% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.9M | 7.4% | |
| Participant Loans | Participant loans | — | $0 | $2.9M | 7.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.4M | 6.2% | |
| Prin LifeTime Hy 2050 CIT U | Common Collective Trusts | — | $0 | $1.8M | 4.6% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.8M | 4.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $1.6M | 4.2% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 4.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.2M | 3.2% | |
| Putnam Stable Value Fund (15) | Stable Value | — | $0 | $878K | 2.3% | |
| Prin LifeTime Hyb 2025 CIT U | Common Collective Trusts | — | $0 | $677K | 1.7% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $677K | 1.7% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $635K | 1.6% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $556K | 1.4% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | $0 | $509K | 1.3% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | $0 | $458K | 1.2% | |
| Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | $0 | $442K | 1.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $290K | 0.7% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $273K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $251K | 0.6% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $243K | 0.6% | |
| AB US Lg Cp Gth CIT W Srs Cl L | Common Collective Trusts | — | $0 | $228K | 0.6% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $209K | 0.5% | |
| JanusHenderson Triton N | Other securities | — | $0 | $180K | 0.5% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $180K | 0.5% | |
| Prin LifeTime Hyb 2030 CIT U | Common Collective Trusts | — | $0 | $119K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $118K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $37K | <0.1% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $37K | <0.1% |
