Filings through .
Bravera Wealth
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served27-3 YoYRank #606 of mapped providers
Assets under administration$759M0.0%Rank #5442 by share of filed assets
Fees received$3MMedian $72,791/planSum across Schedule C direct + indirect
Net wins YoY-30 won - 3 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Bravera Wealth as recordkeeper and list their funds in their filing.
Plans
25
$584M in funds
In collective trusts
<1%
average plan
In Bravera Wealth funds
0%
average plan
In index funds
56%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 24 |
| Federated Hermes | 16 |
| MFS (Sun Life) | 14 |
| T. Rowe Price | 12 |
| Capital Group | 10 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 24 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.