Alera Investment Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alera Investment Advisors is reported as a service provider on 15 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $323,392 and reported indirect compensation totals $8,161.
Schedule C · 2023
Reported compensation dashboard
Total reported compensation$331.6KDirect + indirect, across loaded filings$331,553
Plans served15
Plan sponsors15
Filings15
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Computed from loaded filings
Concentration
Top sponsor share of compensation16%Ipc International, Inc.
Top state share of plans20%TX
Plan sponsors served15
By reported compensation
Top plan sponsors by reported compensation
Employers reporting the most compensation to Alera Investment Advisors. Bars show relative scale.
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Geographic reach
State footprint
States where plans reporting Alera Investment Advisors are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ipc International, Inc. | Ipc International, Inc. Retirement Plan | 2023 | $52,009 | not reported in the loaded dataset |
| Lifemed Alaska, LLC | Lifemed Alaska, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $46,278 | $0 |
| Westwood Shipping Lines, Inc. | Westwood Shipping 401(K) Plan | 2023 | $30,570 | not reported in the loaded dataset |
| Easter Seals Rehabilitation Center | Easter Seals Of San Antonio 401(K) Plan | 2023 | $29,196 | $0 |
| Bristol Bay Native Association | Bristol Bay Native Association 401(K) Plan | 2023 | $28,934 | not reported in the loaded dataset |
| Ride Connection, Inc. | Ride Connection 403(B) Plan | 2023 | $19,035 | not reported in the loaded dataset |
| Gana-A'Yoo, Limited And Subsidiaries | Gana-A'Yoo Limited 401(K) Retirement Plan | 2023 | $17,940 | not reported in the loaded dataset |
| Medici Technologies, LLC | Mhbd 401(K) Retirement Plan | 2023 | $17,792 | not reported in the loaded dataset |
| Durex Industries | Durex Industries 401(K) Plan | 2023 | $16,077 | $0 |
| Transition Projects, Inc. | Transition Projects, Inc. 401(K) Employee Savings Plan | 2023 | $15,300 | not reported in the loaded dataset |
| Portland Art Museum | Portland Art Museum 401(K) Retirement Plan | 2023 | $13,685 | not reported in the loaded dataset |
| Gagosian Gallery, Inc. | Gagosian Gallery, Inc. 401(K) Profit Sharing Plan | 2023 | $13,633 | not reported in the loaded dataset |
| Oki Golf LLC | Oki Golf LLC 401(K) Retirement Savings Plan | 2023 | $12,688 | $0 |
| San Antonio Christian Schools | San Antonio Christian Schools 401(K) Plan | 2023 | $10,255 | not reported in the loaded dataset |
| Foundation For Early Childhood Education Inc. | Foundation For Early Childhood Education Inc. Employee 401k Plan | 2023 | $0 | $8,161 |
Related Form 5500 pages
- Ipc International, Inc. Retirement Plan (plan 001)
- Ipc International, Inc. — all reported plans
- Lifemed Alaska, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Lifemed Alaska, LLC — all reported plans
- Westwood Shipping 401(K) Plan (plan 001)
- Westwood Shipping Lines, Inc. — all reported plans
- Easter Seals Of San Antonio 401(K) Plan (plan 002)
- Easter Seals Rehabilitation Center — all reported plans
- Bristol Bay Native Association 401(K) Plan (plan 001)
- Bristol Bay Native Association — all reported plans
- Ride Connection 403(B) Plan (plan 001)
- Ride Connection, Inc. — all reported plans
- Gana-A'Yoo Limited 401(K) Retirement Plan (plan 001)
- Gana-A'Yoo, Limited And Subsidiaries — all reported plans
- Mhbd 401(K) Retirement Plan (plan 001)
- Medici Technologies, LLC — all reported plans
- Durex Industries 401(K) Plan (plan 001)
- Durex Industries — all reported plans
- Transition Projects, Inc. 401(K) Employee Savings Plan (plan 001)
- Transition Projects, Inc. — all reported plans
- Portland Art Museum 401(K) Retirement Plan (plan 003)
- Portland Art Museum — all reported plans
- Gagosian Gallery, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gagosian Gallery, Inc. — all reported plans
- Oki Golf LLC 401(K) Retirement Savings Plan (plan 001)
- Oki Golf LLC — all reported plans
- San Antonio Christian Schools 401(K) Plan (plan 002)
- San Antonio Christian Schools — all reported plans
- Foundation For Early Childhood Education Inc. Employee 401k Plan (plan 001)
- Foundation For Early Childhood Education Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources