Plan Snapshot
- Plan Sponsor: Braden Health, INC.
- Sponsor EIN: 844916004
- Sponsor Address: 717 GREEN VALLEY RD STE 200, GREENSBORO, NC, 274082156
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 545 | $4.2M | $0 | $966,445 |
| 2023 | 436 | $3.2M | $0 | $655,454 |
| 2022 | 394 | $2.3M | $0 | $552,559 |
| 2021 | 250 | $1.4M | $0 | $0 |
| 2020 | 185 | $693,730 | $0 | $251,433 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $90,490 | — | $90,490 | — | — |
| 2023 | $62,304 | — | $62,304 | — | — |
| 2022 | $22,237 | — | $22,237 | — | — |
| 2021 | $14,841 | — | $14,841 | — | — |
| 2020 | — | — | — | — | — |