Original filing (PDF)20230515162925NAL0036213521001

Bonnell Aluminum (Clearfield), Inc.

Name: Bonnell Aluminum (Clearfield), Inc. — Bonnell Clearf, Form 5500 (2022)
Creator: Bonnell Aluminum (Clearfield), Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bonnell Clearfield Savings Plan

401(k) retirement plan · Bonnell Aluminum (Clearfield), Inc.'s Bonnell Clearfield Savings Plan filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONNELL ALUMINUM (CLEARFIELD), INC..

Plan sponsor

Name

BONNELL ALUMINUM (CLEARFIELD), INC.

EIN

82-0231885all filings

Address

11 FREEPORT CENTER BUILDING H · CLEARFIELD, UT · 84016

Phone

(801) 774-3289

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-31

Filed

2023-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.