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| Provider | Service type | Compensation |
|---|---|---|
ALERA INVESTMENT ADVISORS, LLC1+ years Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $24,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,671 |
9 funds of $250K or more; 19 lines in all, holding $9.0M of the plan's $9.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $8.1M | 90.7% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $271K | 3.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $217K | 2.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $85K | 1.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $71K | 0.8% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $47K | 0.5% |
| JPMorgan Income Fund JPMorgan · Mutual fund | $46K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $35K | 0.4% |
| Janus Henderson Global Select Fund Janus Henderson · Mutual fund | $25K | 0.3% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $25K | 0.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.