Form 5500 Search

ALERA INVESTMENTADVISORS

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
577
Total plan assets
$18.3M
Filings (rows)
1
Direct comp
$0
Indirect comp
$13K

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MB PRECISION HOLDINGS, INC.
MB PRECISION COMPANY 401(K) PLAN
WINDSOR, CT
Advisor / Consultant
INVESTMENT ADVISORY
577$18.3M$0
ALERA INVESTMENTADVISORS — Form 5500 Service Provider Profile | Form 5500 Search