Plans listing this provider
48
0.09% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Alera Investment Advisors, LLC
Alera Investment Advisors, LLC
- Service provider, as named on Schedule C
- EIN 821301701
- Plan year 2024
- Direct compensation reported $756,607
Assets of those plans
$2,601,857,534
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$756,607
56% 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) | 42 |
| 99 | Other fees | 24 |
| 50 | Direct payment from the plan | 10 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $11,524 |
| Alera Group, Inc. Savings Plan | Alera Group | $499,707,443 | 5,095 | $74,891 |
| Fleetpride Inc. Retirement & Savings Plan | Fleetpride | $187,013,584 | 5,632 | $23,385 |
| Brook & Whittle Limited Section 401(k) Profit Sharing Plan | Brook & Whittle | $91,905,796 | 1,959 | $0 |
| Feeding America 401(k) Plan | Feeding America | $75,383,275 | 514 | $0 |
| Flat Branch Mortgage, Inc. Plan Retirement Savings Plan | Flat Branch Mortgage | $75,306,534 | 464 | $31,174 |
| Whatcom Educational Credit Union Retirement Plan | Whatcom Educational Credit Union | $71,679,428 | 599 | $82,252 |
| Ascot 401(k) Retirement Plan | Ascot US Holding | $66,464,947 | 590 | $0 |
| Virco MFG. Corporation 401(k) Planrecordkeeper | Virco MFG. | $63,803,894 | 887 | $42,140 |
| Truckpro, LLC 401(k) Plan | Truckpro | $50,007,528 | 1,525 | $0 |
| National Association of Boards of Pharmacy Retirement Savings Plan | National Association of Boards of Pharmacy | $41,680,187 | 218 | $0 |
| Pen-link, Ltd. 401(k) Plan | Pen-link | $41,176,932 | 149 | $28,118 |
| Banyan Software Retirement Plan | Banyan Software Holdings | $35,495,997 | 559 | $49,517 |
| Vevo 401(k) Plan | Vevo | $34,273,277 | 388 | $0 |
| Guidepoint Global, LLC 401(k) Plan | Guidepoint Global | $33,799,691 | 863 | $13,338 |
| Gen4 Dental Partners 401(k) Retirement Plan | Gen4 Dental Partners Opco | $33,378,760 | 1,582 | $9,491 |
| Mizar Holding Company, Inc. 401(k) Profit Sharing Plan | Mizar Holding | $32,857,967 | 390 | $0 |
| Tiffany & Bosco, P.A. Profit Sharing 401(k) Plan | Tiffany & Bosco | $32,604,994 | 309 | $7,290 |
| Y-prime LLC 401(k) Profit Sharing Plan | Y-Prime | $32,163,056 | 384 | $20,000 |
| G2.com, Inc. 401(k) Plan | G2.com | $31,521,880 | 527 | $39,043 |
| Downtown Music LLC 401(k) Profit Sharing Plan and Trust | Downtown Music | $28,994,644 | 411 | $14,110 |
| Opportunity Financial, LLC 401(k) Plan | Opportunity Financial | $27,852,869 | 482 | $58,374 |
| First 401(k) Plan | First Protocol | $27,585,904 | 566 | $0 |
| Insero & Co. Cpas, LLP 401(k) Plan | Insero & Co. Cpas | $25,608,481 | 175 | $6,137 |
| Prove 401(k) Plan | Prove Identity | $23,615,853 | 282 | $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.