# Alera Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alera-group-inc-401k-plan

> Alera Group, INC.'s 401(k) plan: 4,571 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alera Group, INC.

- **Sponsor EIN:** 814473358

- **Sponsor Address:** 3 PARKWAY NORTH, DEERFIELD, IL, 600152567

- **Plan Type:** 401(k)

- **Total Participants:** 4,571

- **Total Assets:** $499.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,571|$499.7M|$16.9M|$45.1M|

| 2023|4,566|$414.3M|$15.2M|$40.1M|

| 2022|4,144|$305.3M|$12.4M|$32.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$1,053,915|—|$1,053,915|

| ALERA INVESTMENT ADVISORS, LLC|INVESTMENT ADVISORY|$74,891|$109|$75,000|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERA INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — INVESTMENT ADVISORY

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,128,915

- **Estimated Expense Ratio:** 0.226% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,128,807|$74,892|$1,053,915|—|—|

| 2023|$436,637|$74,920|$361,717|—|—|

| 2022|$375,177|$74,919|$300,258|—|—|

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