Plan Snapshot
- Plan Sponsor: Bonaventure Property Management Services, LLC
- Sponsor EIN: 541971779
- Sponsor Address: 209 MADISON STREET, SUITE 400, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 296 | $9.3M | $647,168 | $1.7M |
| 2022 | 352 | $6.0M | $596,960 | $1.6M |
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 |
|---|---|---|---|---|
| MEADOWS URQUHART ACREE & COOK, 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 |
|---|---|---|---|---|---|
| 2023 | $1,856 | — | — | — | — |
| 2022 | $47,776 | $4,976 | $25,300 | — | $17,500 |