Plan Snapshot
- Plan Sponsor: Bermello, Ajamil & Partners, INC.
- Sponsor EIN: 591722486
- Sponsor Address: 4711 SOUTH LEJEUNE ROAD, CORAL GABLES, FL, 33146
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 141 | $54,948 | $55,677 | $509,504 |
| 2023 | 151 | $13.4M | $97,141 | $875,119 |
| 2022 | 139 | $10.9M | $69,458 | $695,124 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GEMRT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $15,274 | $13,662 | — | — | — |
| 2023 | $13,397 | $12,772 | — | — | — |
| 2022 | $12,158 | — | $12,158 | — | — |