Original filing (PDF)20250721145636NAL0001325825001

THE BRAVO FOUNDATION

Name: THE BRAVO FOUNDATION — THE BRAVO FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: THE BRAVO FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE BRAVO FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BRAVO FOUNDATION.

Plan sponsor

Name

THE BRAVO FOUNDATION

EIN

95-2160081

Address

31 PARADISE AVENUE · SAN FRANCISCO, CA · 94131

Phone

(619) 889-1244

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2M · 403(b)(7) custodial accounts

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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JASON LEARNING