Palermo Villa, Inc. 401(k) Plan: Login, Facts & Contact Information

Palermo Villa, Inc. 401(k) Plan Facts

Plan name
PALERMO VILLA, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PALERMO VILLA, INC.
Participants
1,173 (1,127 active employees)
Former employees with a balance
95
Plan assets
$38,939,753 at Dec 31, 2024
Average account balance
$64,151 across 607 accounts
Employer contributions
$1,526,375 in plan year 2024 (25% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 4, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.13 million went into the plan in contributions, $1.53 million of it from the employer (25%).
  • $2.05 million was paid out to participants.
  • Investment and other income added $4.65 million.
  • Administrative expenses were $140,761, about $232 per account.

How the Palermo Villa, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019789$18.0 million$915,299$1.26 million
2020737$21.9 million$1.02 million$1.85 million
2021807$27.5 million$1.10 million$1.51 million
2022855$23.1 million$1.18 million$3.06 million
2023952$30.4 million$1.40 million$1.83 million
20241,173$38.9 million$1.53 million$2.05 million

Palermo Villa, Inc. 401(k) Contact Information

Phone
414-643-0919
Mailing address
3301 WEST CANAL STREET, MILWAUKEE WI 532084137
Plan sponsor
PALERMO VILLA, INC.
Employer identification number (EIN)
39-1035704
Plan number
002

Questions about the Palermo Villa, Inc. 401(k)

Does Palermo Villa, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.53 million, 25% of all contributions.

Does the Palermo Villa, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Palermo Villa, Inc 401(k) plan?

1,173 participants at the start of plan year 2024, 1,127 of them active employees, and 95 former employees who still had money in the plan.

What is the average 401(k) balance at Palermo Villa, Inc?

About $64,151 per account: $38.9 million in plan assets across 607 accounts with a balance at the end of plan year 2024.

Who manages the Palermo Villa, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Palermo Villa, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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