Filings through .
Alera Investment Advisors, LLC
Matched across 32 name variants in the filings
Alera Investment Advisors, LLC summary
Alera Investment Advisors, LLC appears on 150 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.7B in assets for 466,460 participants. The median client plan holds $19.9M. Most client plans are sponsored in AZ, IL and NY. The largest clients by plan assets are Futureplan Fiduciary Services, LLC, Principal Life Insurance Company and Alera Group, Inc.. Plans reported $5.9M in direct and indirect compensation paid to Alera Investment Advisors, LLC. The median is $30K per plan.
- Participants
- 466,460
- Median plan assets
- $19.9M
- Median plan participants
- 376
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | $912M | 200,161 |
| Principal Life Insurance Company | IA | $651M | 163,954 |
| Alera Group, Inc. | IL | $624M | 5,505 |
| Trinity Health | ND | $431M | 3,586 |
| Lundbeck LLC | IL | $336M | 1,702 |
| Karoun Dairies, LLC | CA | $282M | 3,075 |
| Mankato Clinic Ltd | MN | $264M | 1,222 |
| Lactalis American Group Inc. | NY | $226M | 2,455 |
| Ironworkers Local 549-550 Pension Plan | WV | $215M | 1,675 |
| Fleetpride, Inc. | TX | $214M | 6,059 |
| Flat Branch Mortgage, Inc. | MO | $112M | 712 |
| Washington College | MD | $111M | 1,084 |
| Peak Credit Union | WA | $105M | 1,036 |
| Brook & Whittle Limited | CT | $102M | 2,046 |
| Kitchell Corporation | AZ | $99.8M | 972 |
| Ascot US Holding Corporation | MS | $86.8M | 761 |
| Whatcom Educational Credit Union | WA | $85.3M | 626 |
| Feeding America | IL | $79.3M | 494 |
| Virco Mfg. Corporation | CA | $69.4M | 907 |
| Maslon, LLP | MN | $66.6M | 125 |
| Skookum Educational Programs | WA | $64.6M | 2,133 |
| Banyan Software Holdings, LLC | GA | $64.6M | 1,255 |
| Avalign Technologies, Inc. | IL | $61.8M | 1,319 |
| Exos | AZ | $57.2M | 2,995 |
| Fibre Federal Credit Union | WA | $55.3M | 385 |
- MAParticipants 200,161
- IAParticipants 163,954
- Alera Group, Inc.$624MILParticipants 5,505
- Trinity Health$431MNDParticipants 3,586
- Lundbeck LLC$336MILParticipants 1,702
- Karoun Dairies, LLC$282MCAParticipants 3,075
- Mankato Clinic Ltd$264MMNParticipants 1,222
- NYParticipants 2,455
- WVParticipants 1,675
- Fleetpride, Inc.$214MTXParticipants 6,059
- MOParticipants 712
- Washington College$111MMDParticipants 1,084
- Peak Credit Union$105MWAParticipants 1,036
- CTParticipants 2,046
- Kitchell Corporation$99.8MAZParticipants 972
- MSParticipants 761
- WAParticipants 626
- Feeding America$79.3MILParticipants 494
- Virco Mfg. Corporation$69.4MCAParticipants 907
- Maslon, LLP$66.6MMNParticipants 125
- WAParticipants 2,133
- GAParticipants 1,255
- ILParticipants 1,319
- Exos$57.2MAZParticipants 2,995
- WAParticipants 385
Top client states
- AZ26 plans
- IL19 plans
- NY17 plans
- WA13 plans
- OR8 plans
Frequently asked questions
- Who uses Alera Investment Advisors, LLC?
- 150 retirement plans list Alera Investment Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Futureplan Fiduciary Services, LLC, Principal Life Insurance Company, Alera Group, Inc., Trinity Health and Lundbeck LLC. Most client plans are sponsored in AZ, IL and NY.
- How many plans does Alera Investment Advisors, LLC serve?
- Alera Investment Advisors, LLC serves 150 retirement plans with $7.7B in plan assets and 466,460 participants, based on the latest Form 5500 filings through 2024.
- What does Alera Investment Advisors, LLC charge?
- Plans reported $5.9M in total Schedule C compensation paid to Alera Investment Advisors, LLC. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served150+86 YoYRank #169 of mapped providers
Assets under administration$7.7B0.0%Rank #954 by share of filed assets
Fees received$6MMedian $29,957/planSum across Schedule C direct + indirect
Net wins YoY+4652 won - 6 lostPlan-level switch detection
See full Alera Investment Advisors, LLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets