How big is Bonaventure Property Management Services, LLC's plan?

Bonaventure Property Management Services, LLC's plan reported $9.3M in assets and 296 participants for 2023.

Original filing (PDF)20241010210701NAL0011917779001

Bonaventure Property Management Services, LLC

Name: Bonaventure Property Management Services, LLC — Form 5500 Plan 001 (2023)
Creator: Bonaventure Property Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bonaventure 401(k) Plan

401(k) retirement plan · Bonaventure Property Management Services, LLC's Bonaventure 401(k) Plan held $9.3M in plan assets for 296 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

296

Accounts w/ balance

356

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Bonnie Maceslin signed Bonaventure Property Management Services, LLC's 2023 Form 5500 as plan administrator.

Bonnie Maceslin — 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

Bonaventure Property Management Services, LLC's EIN is 54-1971779.

EIN 54-1971779

Plan number 001

Plan year 2023

ACK ID 20241010210701NAL0011917779001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bonaventure Property Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bonaventure Property Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), 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 BONAVENTURE PROPERTY MANAGEMENT SERVICES, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

BONAVENTURE PROPERTY MANAGEMENT SERVICES, LLC

EIN

all filings

Address

209 MADISON STREET, SUITE 400 · ALEXANDRIA, VA · 22314

Phone

(703) 567-4590

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

27 direct securities· $9.3M(100% of reported assets)

Mutual Funds

$4.8M

11 holdings

Common Collective Trusts

$4.4M

14 holdings

Bonds / Notes

$115K

1 holding

Self-Directed Brokerage

$9K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$1.9M	20.4%
Fidelity Freedom Index 2050 Fund Investor Class Mutual fund	Mutual Funds	—	—	$922K	9.9%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$848K	9.1%
Fidelity Freedom Index 2040 Fund Investor Class Mutual fund	Mutual Funds	—	—	$744K	8.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$736K	7.9%
Fidelity Freedom Index 2035 Fund Investor Class Mutual fund	Mutual Funds	—	—	$611K	6.5%
Fidelity Freedom Index 2030 Fund Investor Class Mutual fund	Mutual Funds	—	—	$508K	5.4%
Fidelity Freedom Index 2045 Fund Investor Class Mutual fund	Mutual Funds	—	—	$501K	5.4%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$472K	5.1%
Fidelity Freedom Index 2060 Fund Investor Class Mutual fund	Mutual Funds	—	—	$427K	4.6%
Fidelity Government Money Market Fund Class K6 Mutual fund	Mutual Funds	—	—	$411K	4.4%
Fidelity Freedom Index 2055 Fund Investor Class Mutual fund	Mutual Funds	—	—	$391K	4.2%
Fidelity Freedom Index 2025 Fund Investor Class Mutual fund	Mutual Funds	—	—	$210K	2.2%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$179K	1.9%
Notes receivable Participant loans, interest rates from participants range from 4.25% and 9.25%	Bonds / Notes	—	—	$115K	1.2%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$90K	1.0%
Fidelity Freedom Index 2020 Fund Investor Class Mutual fund	Mutual Funds	—	—	$64K	0.7%
Fidelity Freedom Index 2065 Fund Investor Class Mutual fund	Mutual Funds	—	—	$55K	0.6%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$41K	0.4%
Fidelity Mid Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$33K	0.3%
Fidelity Small Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$29K	0.3%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$14K	0.2%
Fidelity BrokerageLink Self-directed brokerage account	Self-Directed Brokerage	—	—	$9K	<0.1%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$8K	<0.1%
Fidelity Small Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity Inflation-Protection Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$2K	<0.1%