Filings through .
Filed April 29, 2016 (most recent of 23 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BRAVERA WEALTH4 years Service code 15 · EIN 45-0436653 220 1ST AVE WEST · DICKINSON, ND 58601 | Recordkeeping | $16,013 |
1 fund of $250K or more; 2 lines in all, holding $12.0M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Bravera Wealth.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bravera Wealth - Custodial Account Manager not matched · Mutual fund | $11.7M | 98.0% |
| Horace Mann annuities Manager not matched · Other | $238K | 2.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.