Original filing (PDF)20251015105519NAL0006025232001

BERMELLO, AJAMIL & PARTNERS, INC.

Name: BERMELLO, AJAMIL & PARTNERS, INC. — BERMELLO, AJAMIL & PARTNERS, INC. EMPLOYEES SAVINGS INVESTMENT PLAN, Form 5500 (2024)
Creator: BERMELLO, AJAMIL & PARTNERS, INC.

Form 5500

FILING_RECEIVED

BERMELLO, AJAMIL & PARTNERS, INC. EMPLOYEES SAVINGS INVESTMENT PLAN

401(k) retirement plan

Signals · 2

100% in single holding~2780 bps in Sched C fees

Active participants

141

Accounts w/ balance

141

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERMELLO, AJAMIL & PARTNERS, INC..

Plan sponsor

Name

BERMELLO, AJAMIL & PARTNERS, INC.

EIN

59-1722486

Address

4711 SOUTH LEJEUNE ROAD · CORAL GABLES, FL · 33146

Phone

(305) 859-2050

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$14K	—

Investments

1 direct security · 1 pooled fund· $55K(100% of reported assets)

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.

Uncategorized

$55K

1 holding

Pooled Separate Account

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Shares of a Registered Investment Company Guaranteed Interest Account * Empower Trust Company Key Guaranteed Portfolio Fund n/a	—	—	—	$55K	100.0%
	FUTUREFUNDS SERIES ACCOUNT II OF GR