Alera Group DBA Alera Invstmnt

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

189

Total plan assets

$4.0M

Filings (rows)

Direct comp

$3K

Indirect comp

Showing only "ALERA GROUP DBA ALERA INVSTMNT"

View all 11 variants aggregated →

ALERA GROUP47 ALERA GROUP DBA ALERA INVESTMENT AD7 ALERA GROUP DBA ALERA INVESTMEN6 ALERA GROUP DBA ALERA4 ALERA GROUP INVESTMENT ADVISORS3 ALERA GROUP DBA VITAL INCITE2 ALERA GROUP GCG FINANCIAL2

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Touchstone Behavioral Health Touchstone Behavioral Health 401(k) Plan · all filings	PHOENIX, AZ	Advisor / Consultant	189	$4.0M	$3K	$0