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

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BAY AREA COMMUNITY RESOURCES BAY AREA COMMUNITY 401(K) PROFIT SHARING PLAN & TRUST	SAN RAFAEL, CA	Advisor / Consultant	734	$5.4M	$16K	$0
BAY AREA COMMUNITY RESOURCES BAY AREA COMMUNITY 401(K) PROFIT SHARING PLAN & TRUST	SAN RAFAEL, CA	Advisor / Consultant