How big is Bonwell Capital Management, LLC's plan?

Bonwell Capital Management, LLC's plan reported $1.5M in assets and 2 participants for 2025.

Original filing (PDF)20260428112957NAL0005337347001

Bonwell Capital Management, LLC

Name: Bonwell Capital Management, LLC — Form 5500 (2025)
Creator: Bonwell Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bonwell Capital Management, LLC held $1.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

William Bonwell signed Bonwell Capital Management, LLC's 2025 Form 5500 as plan administrator.

William Bonwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bonwell Capital Management, LLC's EIN is 20-3704513.

EIN 20-3704513

Plan number 001

Plan year 2025

ACK ID 20260428112957NAL0005337347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bonwell Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bonwell Capital Management, LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONWELL CAPITAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score