Plan Snapshot
- Plan Sponsor: Gemini Rosemont Property Management, LLC
- Sponsor EIN: 472592834
- Sponsor Address: 2000 AVENUE OF THE STARS, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $7.3M
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. |
|---|---|---|---|---|
| 2024 | 58 | $7.3M | $93,698 | $561,799 |
| 2023 | 71 | $6.6M | $97,927 | $586,653 |
| 2022 | 62 | $5.9M | $76,437 | $451,976 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $12,909 | — | $6,596 | — | — |
| 2023 | $1,595 | — | $1,595 | — | — |
| 2022 | $4,773 | — | $4,773 | — | — |