Plans listing this provider
34
0.06% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Alera Investment Advisors
Alera Investment Advisors
- Service provider, as named on Schedule C
- EIN 814473358
- Plan year 2024
- Direct compensation reported $625,137
Assets of those plans
$855,055,202
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$625,137
59% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 12 |
| 70 | Consulting fees | 11 |
| 99 | Other fees | 9 |
| 16 | Consulting (general) | 7 |
| 26 | Investment advisory (participants) | 7 |
| 28 | Investment management | 3 |
| 50 | Direct payment from the plan | 3 |
| 51 | Investment management fees paid directly by plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Lundbeck LLC 401(k) Plan | Lundbeck | $281,730,661 | 1,593 | $81,250 |
| Avalign Technologies, Inc. 401(k) Plan | Avalign Technologies Holdings | $53,561,124 | 1,306 | $69,015 |
| Symbria 401(k) Plan | Symbria | $52,942,625 | 954 | $76,349 |
| Fibre Federal Credit Union Savings Retirement Plan | Fibre Federal Credit Union | $49,589,811 | 326 | $82,088 |
| Morrow Equipment Company L. L. C. Savings Plan | Morrow Equipment | $40,307,205 | 305 | $0 |
| Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan | Nova Financial & Investment | $38,854,423 | 554 | $30,000 |
| Rodda Paint Co. 401(k) Plan | Rodda Paint | $35,221,562 | 477 | $0 |
| Vixxo Corporation 401(k) Plan | Vixxo | $33,807,360 | 919 | $0 |
| The Habitat Company Employees' Retirement & Savings Plan | Habitat | $24,910,911 | 419 | $26,000 |
| S. T. A. R. 401(k) Plan | Master International | $22,074,608 | 422 | $0 |
| Lifemed Alaska, LLC 401(k) Profit Sharing Plan and Trust | Lifemed Alaska | $20,718,156 | 254 | $50,528 |
| D&B Supply Co. 401(k) Plan | D&B Supply | $18,363,658 | 667 | $0 |
| Head Start Retirement Program 403(b) | Group Plan Systems | $17,590,227 | 139 | $0 |
| Radiall USA 401(k) Profit Sharing Plan | Radiall USA | $16,252,630 | 191 | $0 |
| Hansen-rice Inc. 401(k) Profit Sharing Plan | Hansen-rice | $14,529,577 | 106 | $0 |
| Your Dough Profit Sharing Plan | Portland French | $13,957,720 | 120 | $0 |
| 8th Light 401(k) Plan | 8th Light Holdings | $12,298,658 | 155 | $26,761 |
| Cascade Wood Products, Inc. 401(k) Plan | Cascade Wood Products | $10,917,059 | 117 | $0 |
| Madden Preprint Media, LLC 401(k) Plan | Madden Preprint Media | $10,621,304 | 209 | $2,210 |
| The Douglas Stewart Company, Inc. Employees' Benefit Plan | Douglas Stewart | $9,849,860 | 121 | $22,121 |
| Foundation for Early Childhood Education Inc. Employee 401(k) Plan | Foundation for Early Childhood Education | $9,550,537 | 232 | $0 |
| Richardson Sports Inc. 401(k) Profit Sharing Plan | Richardson Sports | $8,873,166 | 249 | $0 |
| Durex Industries 401(k) Plan | Durex Industries | $8,139,590 | 179 | $21,805 |
| Lamb Farms Inc 401(k) Profit Sharing Plan & Trust | Lamb Farms | $7,719,000 | 94 | $12,112 |
| Lowe Engineers, LLC 401(k) Profit Sharing Plan | Lowe Engineers | $7,496,124 | 210 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.