Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $15,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,980 |
6 funds of $250K or more; 24 lines in all, holding $3.2M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $539K | 16.9% |
| FID FDM IDX 2050 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $520K | 16.3% |
| FID FDM IDX 2045 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $465K | 14.6% |
| FID FDM IDX 2025 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $442K | 13.9% |
| FID FDM IDX 2040 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $382K | 12.0% |
| FID FDM IDX 2030 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $271K | 8.5% |
| FID FDM IDX 2020 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $242K | 7.6% |
| FID FDM IDX 2055 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $86K | 2.7% |
| FID FDM IDX 2060 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $71K | 2.2% |
| FID FDM IDX 2065 IPR Fidelity (FMR) · Other IndexRecordkeeper's own fund | $44K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.