# Bermello, Ajamil & Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bermello-ajamil-partners-inc-401k-plan

> Bermello, Ajamil & Partners, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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