Plan Ledger DOL Form 5500 · updated monthly

Bonavento Investment & Management Company L.L.C.401(k)

BONAVENTO LLC 401(K) PLAN · OREGON CITY, OR · plan year 2022

Reported admin expense ratio · 2022
2.43%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bonavento Investment & Management Company L.L.C. reported $2,837 in plan administrative expenses for 2022: 2.43% of average plan assets, higher than ~75% of peers. Employer contributions averaged $315 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (1,003rd of 1,021), and 13,591st of 13,661 in manufacturing. In 2022, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$156,459
Participants with balances30
Active participants127
Employer contributions$39,973
Employee contributions$69,411
Employer contribution per active participant$315
Average account balance$5,215
Benefits paid to participants$10,376
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Administrative expenses, itemized · 2022
Investment management$2,837
Total administrative$2,837
The Bonavento Investment & Management Company L.L.C. 401(k) match · 2022
Employer contribution per active participant$315
Median for plans this size$331

Bonavento Investment & Management Company L.L.C.'s 2022 employer contribution ran below the $331 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,837 · 2.43%
Similar plansManufacturing · Oregon
Arcimoto Inc OR$1.1M · 0.60%
Umpqua Dairy Products Co. OR$647K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611865059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.