How big is Bonaventure Shared Services, LLC's plan?

Bonaventure Shared Services, LLC's plan reported $8.6M in assets and 64 participants for 2024.

Original filing (PDF)20251015105215NAL0004639345001

Bonaventure Shared Services, LLC

Name: Bonaventure Shared Services, LLC — Bonaventure, Form 5500 (2024)
Creator: Bonaventure Shared Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bonaventure 401(k) Plan

401(k) retirement plan · Bonaventure Shared Services, LLC's Bonaventure 401(k) Plan held $8.6M in plan assets for 64 participants in 2024, with ADP as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

Accounts w/ balance

167

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Shirley Horner signed Bonaventure Shared Services, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Shared Services, LLC's EIN is 83-0812623.

EIN 83-0812623

Plan number 001

Plan year 2024

ACK ID 20251015105215NAL0004639345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bonaventure Shared Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bonaventure Shared Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 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

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BONAVENTURE SHARED SERVICES, LLC

EIN

all filings

Address

209 MADISON STREET, · 4TH FLOOR · ALEXANDRIA, VA · 22314

Phone

(704) 438-8118

Industry

Real Estate

Plan administrator

Name

PENTEGRA

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$19K	—

Investments

32 direct securities· $8.6M(100% of reported assets)

Common Collective Trusts

$4.7M

14 holdings

Mutual Funds

$3.7M

12 holdings

Self-Directed Brokerage

$83K

1 holding

Bonds / Notes

$57K

1 holding

Registered Investment Companies

$7K

1 holding

Other securities

$5K

2 holdings

Pooled Separate Accounts

$3K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	22.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$972K	11.4%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$765K	8.9%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$692K	8.1%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$652K	7.6%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$502K	5.9%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$465K	5.4%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$410K	4.8%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$387K	4.5%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$376K	4.4%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$302K	3.5%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$230K	2.7%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$201K	2.4%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$120K	1.4%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$110K	1.3%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$88K	1.0%
Self-directed Brokerage Account Self-directed Brokerage Account	Self-Directed Brokerage	—	—	$83K	1.0%
Notes receivable Participant loans, interest rates from participants range from 8.50% and 9.50%	Bonds / Notes	—	—	$57K	0.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$45K	0.5%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$43K	0.5%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$39K	0.5%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$29K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$13K	0.2%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$9K	0.1%
Fidelity Small Cap Value Index Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Fidelity Inflation Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
FID INFL-P BD IDX	Registered Investment Companies	—	—	$7K	<0.1%
Fidelity Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%