BRAVERA WEALTH
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served27-3 YoYRank #584 of mapped providers
Assets under administration$665M0.0%Market share · rank #4685
Fees received$2MMedian $56,421/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BRAVERA WEALTH plan look like?
Service mix · median fees per plan
Count of plans where BRAVERA WEALTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 26 | $56,175 | |
Contract Administrator; Trustee (bank, trust company, or similar financial institution); Investment advisory (plan)Code 13 | 1 | $86,036 |
Competitor overlap
Percent of BRAVERA WEALTH's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BRAVERA WEALTH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BRAVERA WEALTH; not this year.
| Sponsor | To | Assets |
|---|---|---|
TEK ENERGY SERVICESND · 453267778-001 | (new plan) | $2M |
EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTERMT · 810300902-003 | (new plan) | $1M |
DACOTAH FOUNDATIONND · 237115398-001 | (new plan) | $857,306 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BRAVERA HOLDINGS CORP.ND · 450386653-001 | $121M | 788 | $14,438 | 4y | 1 |
FISHER SAND & GRAVEL CO.ND · 450308561-001 | $84M | 1,664 | $332,442 | 4y | - |
UNIVERSITY OF MARYND · 450273403-001 | $72M | 788 | $181,700 | 4y | - |
STEFFES, LLCND · 450320555-001 | $54M | 861 | $285,464 | 4y | - |
TMI GROUP INCORPORATEDND · 864365841-002 | $31M | 356 | $152,733 | 4y | - |
THE BONE & JOINT CENTER, P.C.ND · 450321538-004 | $27M | 152 | $54,449 | 4y | 1 |
THE TITLE TEAM COND · 450249312-001 | $25M | 334 | $107,081 | 4y | 1 |
MINOT VOCATIONAL ADJUSTMENT WORKSHOP D/B/A KALIXND · 450313122-001 | $25M | 362 | $101,439 | 4y | - |
PRIDE INC.ND · 450332197-002 | $23M | 297 | $132,849 | 4y | - |
PETROLEUM EXPERIENCE, INC.ND · 450348856-001 | $19M | 114 | $96,496 | 4y | - |
Flag exposure
81.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (1)
Raw Schedule C names collapsed into BRAVERA WEALTH.
- BRAVERA WEALTH
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BRAVERA WEALTH's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 14.81% | 1.71% | +13.10 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 11.11% | 1.76% | +9.35 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BRAVERA WEALTH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).