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BONAVENTO INVESTMENT & MANAGEMENT COMPANY L.L.C. — BONAVENTO LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250916114350NAL0004983410001
BONAVENTO INVESTMENT & MANAGEMENT COMPANY L.L.C.
Form 5500-SF
FILING_RECEIVED
BONAVENTO LLC 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
25
Plan assets (EOY)
$373K
Net assets (EOY)
$373K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BONAVENTO INVESTMENT & MANAGEMENT COMPANY L.L.C.
.
Find decision makers
Plan sponsor
Name
BONAVENTO INVESTMENT & MANAGEMENT COMPANY L.L.C.
EIN
61-1865059
Address
19197 S. MOLALLA AVE · OREGON CITY, OR · 97045
Phone
(971) 330-7174
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CDP DIAMOND PRODUCTS, INC.
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STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$12.1B
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$11.1B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
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PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
