ROEHL & YI INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
16
Accounts w/ balance
17
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
Plan health score
91
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROEHL & YI INVESTMENT ADVISORS, LLC.
Plan sponsor
Name
ROEHL & YI INVESTMENT ADVISORS, LLC
EIN
93-1249395
Address
450 COUNTRY CLUB RD., SUITE 200 · EUGENE, OR · 97401
