Bravera Holdings 401(k) match, vesting and fees
What Bravera Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bravera Wealth | Schedule C ↗ |
| Independent auditor | Brady, Martz & Associates, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Bravera Holdings: employer contribution per participant | $1,762 | |
| Peer median | $2,935 |
| Bravera Holdings: average balance | $156,981 | |
| Peer median | $92,770 |
| Bravera Holdings: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $111M at the end of plan year 2021 to $121M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 788 | $121M | $1.4M | $1,762 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 778 | $106M | $1.3M | $1,701 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 748 | $94M | $1.2M | $1,619 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 718 | $111M | $1.1M | $1,541 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Bravera Holdings match 401(k) contributions?
The match terms for the Bravera Holdings Corp. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $1,762 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bravera Holdings 401(k) match vested?
The vesting schedule for the Bravera Holdings Corp. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bravera Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bravera Wealth. The plan administrator is Bravera Holdings Corp..
I left Bravera Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bravera Holdings Corp., (701) 483-6811) or the recordkeeper, Bravera Wealth. The Bravera Holdings old 401(k) page lists the contacts from every plan filing. Find an old Bravera Holdings 401(k)
Data from the public Form 5500 annual reports Bravera Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bravera Holdings. Not financial advice. Report a correction · Methodology