About Alera Investment Advisors, LLC
<p>Started in 2017 as part of Alera Group, Alera Investment Advisors, LLC brings retirement plan and wealth management work together with access to employee benefits and insurance specialists under the same umbrella.</p> <p>Headquartered in Deerfield in Chicago’s North Shore suburbs, the firm operates as a registered investment advisor (RIA) with branch offices across the United States. As of 2026, it reports $10.0B in assets under management and has 88 employees.</p> <p>Alera Investment Advisors works with businesses, individuals, families, and non-profits. On the retirement side, it handles plan consulting and fiduciary-focused guidance for 401(k), profit sharing, and defined benefit plans, including plan design support.</p> <p>What sets the firm apart is the ability to coordinate retirement plan advice with employee benefits and property & casualty insurance resources within the broader Alera Group network, which can simplify vendor management for organizations that prefer fewer touchpoints.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>401(k), profit sharing, and defined benefit plan consulting</li> <li>Fiduciary support and plan design assistance</li> <li>Wealth management for individuals and families</li> <li>Coordination with employee benefits and property & casualty insurance teams</li> </ul>
Website: https://aleragroup.com/
Founded: 2017
Employees: 88
Office Locations
- Deerfield, IL (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $10.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| PRINCIPAL EASE 401(K) PLAN | PRINCIPAL LIFE INSURANCE COMPANY, IA | $651M | 161,040 |
| ALERA GROUP, INC. SAVINGS PLAN | ALERA GROUP, INC., IL | $500M | 4,571 |
| LUNDBECK LLC 401(K) PLAN | LUNDBECK LLC, IL | $282M | 1,004 |
| FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | FLEETPRIDE, INC., TX | $187M | 4,603 |
| BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | BROOK & WHITTLE LIMITED, CT | $92M | 1,795 |
| FEEDING AMERICA 401(K) PLAN | FEEDING AMERICA, IL | $75M | 399 |
| FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | FLAT BRANCH MORTGAGE, INC., MO | $75M | 615 |
| WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN | WHATCOM EDUCATIONAL CREDIT UNION, WA | $72M | 418 |
| ASCOT 401(K) RETIREMENT PLAN | ASCOT US HOLDING CORPORATION, NY | $66M | 530 |
| VIRCO MFG. CORPORATION 401K PLAN | VIRCO MFG. CORPORATION, CA | $64M | 758 |
| AVALIGN TECHNOLOGIES, INC. 401(K) PLAN | AVALIGN TECHNOLOGIES, INC., IL | $54M | 911 |
| SKOOKUM 401(K) RETIREMENT PLAN | SKOOKUM EDUCATIONAL PROGRAMS, WA | $52M | 1,399 |
| TRUCKPRO, LLC 401(K) PLAN | TRUCKPRO, LLC, TN | $50M | 1,402 |
| FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | FIBRE FEDERAL CREDIT UNION, WA | $50M | 287 |
| NATIONAL ASSOCIATION OF BOARDS OF PHARMACY RETIREMENT SAVINGS PLAN | NATIONAL ASSOCIATION OF BOARDS OF PHARMACY, IL | $42M | 172 |
| PEN-LINK, LTD. 401(K) PLAN | PEN-LINK, LTD., NE | $41M | 154 |
| MORROW EQUIPMENT COMPANY L. L. C. SAVINGS PLAN | MORROW EQUIPMENT COMPANY L.L.C., OR | $40M | 229 |
| NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | NOVA FINANCIAL & INVESTMENT CORPORATION, AZ | $39M | 335 |
| BANYAN SOFTWARE RETIREMENT PLAN | BANYAN SOFTWARE HOLDINGS, LLC, GA | $35M | 708 |
| RODDA PAINT CO. 401K PLAN | RODDA PAINT CO., OR | $35M | 408 |
Showing top 20 of 92 plans serviced in 2025.