Plan Ledger DOL Form 5500 · updated monthly

Bonaventure Shared Services, LLC401(k)

BONAVENTURE 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Bonaventure Shared Services, LLC reported $38,771 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $4,638 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Virginia (1,556th of 2,266), and 1,216th of 2,096 in real estate & leasing. In 2024, employees put in $3.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,557,754
Participants with balances167
Active participants64
Employer contributions$296,831
Employee contributions$1,053,108
Employer contribution per active participant$4,638
Average account balance$51,244
Benefits paid to participants$3,521,023
Plan auditUnmodified (clean) audit opinion
AuditorMEADOWS URQUHART ACREE & COOK, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,771
Total administrative$38,771
The Bonaventure Shared Services, LLC 401(k) match · 2024
Employer contribution per active participant$4,638
Median for plans this size$1,313

Bonaventure Shared Services, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$19,241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$38,771 · 0.43%
Similar plansReal Estate & Leasing · Virginia
Rw Towne Realty LLC VA$12.2M · 0.42%
The Building People, LLC VA$11.9M · 0.92%
Nm Management, Inc. VA$8.5M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830812623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.