KRIS Leary signed Alera Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alera Group, Inc.'s EIN is 81-4473358.
Download the official 2024 Form 5500 (PDF) for Alera Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alera Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT ADVISORY | $75K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group | Mutual Funds | — | — | $62.7M | 12.6% | |
| Vanguard Group | Mutual Funds | — | — | $56.7M | 11.4% | |
| Vanguard Group | Mutual Funds | — | — | $37.9M | 7.6% | |
| Vanguard Group | Mutual Funds | — | — | $37.6M | 7.5% | |
| Vanguard Group | Mutual Funds | — | — | $35.0M | 7.0% | |
| Vanguard Group | Mutual Funds | — | — | $30.0M | 6.0% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $25.5M | 5.1% | |
| Vanguard Group | Mutual Funds | — | — | $21.7M | 4.3% | |
| Vanguard Group | Mutual Funds | — | — | $12.1M | 2.4% | |
| Vanguard Group | Mutual Funds | — | — | $11.5M | 2.3% | |
| PIMCO Funds | Mutual Funds | — | — | $9.4M | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $9.3M | 1.9% | |
| Putnam Investments | Mutual Funds | — | — | $8.1M | 1.6% | |
| Vanguard Group | Mutual Funds | — | — | $7.9M | 1.6% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $7.0M | 1.4% | |
| ALLSPRING CORE PLUS BD MD1 CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $6.0M | 1.2% | |
| Dodge and Cox Funds | Mutual Funds | — | — | $5.9M | 1.2% | |
| MFS Investment Management | Mutual Funds | — | — | $5.7M | 1.1% | |
| Vanguard Group | Mutual Funds | — | — | $5.2M | 1.0% | |
| INTERNATIONAL EQUITY R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $4.6M | 0.9% | |
| Hartford Mutual Funds | Other securities | — | — | $4.6M | 0.9% | |
| Vanguard Group | Mutual Funds | — | — | $4.5M | 0.9% | |
| The American Funds | Mutual Funds | — | — | $4.4M | 0.9% | |
| PGIM Investments | Other securities | — | — | $4.2M | 0.8% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $3.7M | 0.7% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.7% | |
| Principal Life Insurance Company | Common Stocks | — | — | $3.1M | 0.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $3.0M | 0.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $1.4M | 0.3% | |
| Cohen & Steers | Other securities | — | — | $1.3M | 0.3% | |
| Vanguard Group | Mutual Funds | — | — | $765K | 0.2% | |
| COLUMBIA OVERSEAS VAL CIT CL R GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
