· 2022–2024 · DOL EFAST2
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Alera Investment Advisor
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
1
Active participants
1,004
Total plan assets
$281.7M
Filings (rows)
1
Direct comp
$81K
Indirect comp
$0
Showing only "ALERA INVESTMENT ADVISOR"
View all 5 variants aggregated →
ALERA INVESTMENT ADVISORS
182
ALERA INVESTMENTS
3
ALERA INVESTMENT
3
ALERA INVESTMENTADVISORS
2
ALERA INVESTMENT ADVISOR
1
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Lundbeck LLC
Lundbeck LLC 401(k) Plan ·
all filings
DEERFIELD, IL
Investment manager
1,004
$281.7M
$81K
$0
Alera Investment Advisor — Form 5500 Service Provider Profile | Form 5500 Search