Plan Snapshot
- Plan Sponsor: Bonaventure Shared Services, LLC
- Sponsor EIN: 830812623
- Sponsor Address: 209 MADISON STREET,, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 153
- Total Assets: $9.4M
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. |
|---|---|---|---|---|
| 2025 | 153 | $9.4M | $0 | $0 |
| 2024 | 64 | $8.6M | $296,831 | $1.1M |
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 LLC | 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 | $1,391,276 | — | $4,459 | — | — |
| 2024 | $38,771 | — | — | — | — |