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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $109,009 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,970 |
10 funds of $250K or more; 13 lines in all, holding $10.5M of the plan's $10.9M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 11 vintages | $7.8M | 74.1% |
| Victory Nasdaq-100 Index Fund (Formerly Usaa Nasdaq-100 Index Fund) Victory Nasdaq-100 Index Fund Class R6 Victory Capital · Mutual fund Index | $584K | 5.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $404K | 3.8% |
| Cascade Wood Products, INC. 401(K) Plan Plan 013 Voya Intermediate Bond Fund R6 Voya · Mutual fund | $373K | 3.5% |
| Putnam Large Cap Val Trust I Franklin Templeton · Collective trust | $312K | 3.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $253K | 2.4% |
| Janus Hndrsn Enterprise CF III Janus Henderson · Collective trust | $219K | 2.1% |
| Janus Hnd Intl Alpha Eq CF III Janus Henderson · Collective trust | $206K | 2.0% |
| Franklin Sm Cap Value Fnd R6 Franklin Templeton · Mutual fund | $175K | 1.7% |
| Neuberger Genesis Fund Class R6 Manager not matched · Mutual fund | $168K | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.