Filings through .
Sponsor portfolio
Bonaventura Financial, Inc.
EIN 27-4724481Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
Participants
4
8800 MONTGOMERY RD. - CINCINNATI, OH 45236513-717-8800
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BONAVENTURA FINANCIAL 401K PLAN
401(k)
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BONAVENTURA FINANCIAL SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BONAVENTURA FINANCIAL 401K PLAN | 401(k) | $2.0M | 2 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BONAVENTURA FINANCIAL SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans