Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Bravera Wealth
Bravera Wealth
- Service provider, as named on Schedule C
- EIN 450436653
- Plan year 2024
- Direct compensation reported $1,853,355
Assets of those plans
$412,688,798
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
19
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,853,355
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 20 |
| 15 | Recordkeeping and information management | 19 |
| 37 | Participant loan processing | 17 |
| 64 | Recordkeeping fees | 13 |
| 28 | Investment management | 3 |
| 27 | Investment advisory (plan) | 1 |
| 50 | Direct payment from the plan | 1 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Fisher Profit Sharing and Prevailing Wage Planrecordkeeper | Fisher Sand & Gravel | $84,246,949 | 1,244 | $332,442 |
| Steffes Employees' 401(k) Profit Sharing Planrecordkeeper | Steffes | $54,186,007 | 849 | $285,464 |
| TMI 401(k) Profit Sharing Trustrecordkeeper | TMI Group | $30,537,206 | 334 | $152,733 |
| The Bone & Joint Center, P.C. 401(k) Profit Sharing Planrecordkeeper | Bone & Joint Center | $26,965,856 | 148 | $54,449 |
| The Title Team 401(k) Profit Sharing Planrecordkeeper | Title Team | $25,335,607 | 312 | $107,081 |
| Kalix Retirement Planrecordkeeper | Minot Vocational Adjustment Workshop D/B/A Kalix | $25,235,061 | 360 | $101,439 |
| Pride, Inc 401(k) Profit Sharing Planrecordkeeper | Pride | $22,842,506 | 231 | $132,849 |
| Northwest Tire, Inc. 401(k) Profit Sharing Plan | Northwest Tire | $18,509,028 | 263 | $86,036 |
| Cloverdale 401k Planrecordkeeper | Cloverdale Foods | $17,108,686 | 439 | $89,631 |
| ND Energy Services 401(k) Planrecordkeeper | ND Energy Services Management | $15,614,474 | 224 | $27,954 |
| Hazen Memorial Hospital Association 401(k) Retirement Planrecordkeeper | Sakakawea Medical Center | $13,819,950 | 152 | $56,421 |
| Wyoming Casing 401(k) Planrecordkeeper | Wyoming Casing Service | $11,445,125 | 204 | $78,277 |
| Coal Country Community Health Centers 401(k) Planrecordkeeper | Coal Country Community Health Centers | $11,100,268 | 134 | $50,974 |
| Standing Rock Community Grant School 401krecordkeeper | Standing Rock Community Grant School | $10,687,361 | 138 | $37,408 |
| Bismarck Motor Company 401(k) Planrecordkeeper | Bismarck Motor | $9,579,184 | 136 | $55,658 |
| Farmers Union Oil Company of Moorhead 401(k) Planrecordkeeper | Farmers Union Oil | $8,107,080 | 165 | $10,856 |
| Northwest Contracting, Inc. 401(k) Planrecordkeeper | Northwest Contracting | $7,775,744 | 122 | $40,538 |
| Sitting Bull College 401(k) Planrecordkeeper | Sitting Bull College | $7,249,889 | 119 | $55,929 |
| Heartview Foundation 401(k) Profit Sharing Planrecordkeeper | Heartview Foundation | $6,620,697 | 193 | $49,292 |
| ST. Lukes Home 401k Planrecordkeeper | ST Lukes Home | $5,722,120 | 241 | $47,924 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.