Fermata Advisors

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

Active participants

734

Total plan assets

$5.4M

Filings (rows)

Direct comp

$33K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bay Area Community Resources Bay Area Community 401(k) Profit Sharing Plan & Trust · all filings	SAN RAFAEL, CA	Advisor / Consultant	734	$5.4M	$16K	$0
Bay Area Community Resources Bay Area Community 401(k) Profit Sharing Plan & Trust · all filings	SAN RAFAEL, CA	Advisor / Consultant	0	$0	$16K	$0