Filings through .
Filed May 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,548 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $16,850 |
11 funds of $250K or more; 21 lines in all, holding $16.9M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.9M | 82.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $652K | 3.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $565K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $242K | 1.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $216K | 1.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $177K | 1.0% |
| Vang Mdcpval Index Adm Vanguard · Mutual fund Index | $149K | 0.9% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $148K | 0.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $146K | 0.9% |
| Fidelity Intm TR BD Index Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $144K | 0.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.