Bermello, Ajamil & Partners, Inc. Employees Savings Investment Plan
Sponsored by Bermello, Ajamil & Partners, Inc. · EIN 591722486 · Plan #001
- Total assets
- $54.9K
- Net assets
- $54.9K
- Active participants
- 141
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $13,662 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,612 |