Original filing (PDF)20250701130012NAL0012705057001

BONAPARTE & BONAPARTE, LLP

Name: BONAPARTE & BONAPARTE, LLP — BONAPARTE & BONAPARTE, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BONAPARTE & BONAPARTE, LLP

Form 5500-SF

FILING_RECEIVED

BONAPARTE & BONAPARTE, LLP PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONAPARTE & BONAPARTE, LLP.

Plan sponsor

Name

BONAPARTE & BONAPARTE, LLP

EIN

84-3631070

Address

1 SW COLUMBIA ST STE 460 · PORTLAND, OR · 97204

Phone

(503) 318-2538

Industry