ROEHL &
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
42
Active participants
9,573
Total plan assets
$1.3B
Filings (rows)
42
Direct comp
$1.2M
Indirect comp
$2K
Aggregating 5 name variants under "ROEHL &"
SERVICES PROVIDED
Advisor / Consultant37
Other5
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NAES CORPORATION NAES CORPORATION RETIREMENT & 401(K) PLAN | ISSAQUAH, WA | Advisor / Consultant INVESTMENT ADVISOR | 1,799 | $471.8M | $19K |
| OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 117 | $53.5M | $13K |
| OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 403 | $52.4M | $79K |
| WOMEN'S CARE, P.C. WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 168 | $49.1M | $55K |
| SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 455 | $48.7M | $65K |
| OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 340 | $42.2M | $69K |
| WOMEN'S CARE, P.C. WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 149 | $41.6M | $47K |
| SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 462 | $40.9M | $43K |
| MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISORY | 253 | $37.0M | $52K |
| SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 421 | $34.9M | $65K |
| WOMEN'S CARE, P.C. WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 116 | $34.5M | $49K |
| OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD, OR | Advisor / Consultant INVESTMENT ADVISOR | 314 | $33.7M | $67K |
| MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISORY | 171 | $32.9M | $44K |
| MLF GROUP LLC BIGFOOT BEVERAGES 401(K) RETIREMENT PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISORY | 161 | $28.5M | $44K |
| PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 295 | $26.8M | $4K |
| PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K)PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 276 | $21.8M | $20K |
| JERRY'S BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 277 | $18.8M | $25K |
| JERRYS BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 273 | $17.0M | $23K |
| MCDONALD WHOLESALE LLC MCDONALD WHOLESALE LLC 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 217 | $16.3M | $29K |
| JERRYS BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 264 | $14.7M | $24K |
| MCDONALD WHOLESALE CO. MCDONALD WHOLESALE CO. 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 203 | $13.8M | $25K |
| SUMMIT BANK SUMMIT BANK 401(K) PROFIT SHARING PLAN | EUGENE, OR | Other NONE | 133 | $12.3M | $27K |
| FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 91 | $12.1M | $17K |
| MCDONALD WHOLESALE CO. MCDONALD WHOLESALE CO. NON-UNIONIZED EMPLOYEE 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 209 | $11.4M | $22K |
| FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 95 | $10.7M | $14K |
| SUMMIT BANK SUMMIT BANK 401(K) PROFIT SHARING PLAN | EUGENE, OR | Other NONE | 127 | $9.7M | $20K |
| FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 101 | $9.0M | $14K |
| SUPERIOR STEEL, LLC DBA SUPERIOR STEEL FABRICATION SUPERIOR STEEL PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 109 | $8.0M | $15K |
| SUPERIOR STEEL, LLC DBA SUPERIOR STEEL FABRICATION SUPERIOR STEEL PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 118 | $7.5M | $16K |
| SUMMIT BANK SUMMIT BANK 401(K) PROFIT SHARING PLAN | EUGENE, OR | Other NONE | 95 | $7.4M | $18K |
| SUPERIOR STEEL, LLC DBA SUPERIOR STEEL FABRICATION SUPERIOR STEEL PROFIT SHARING 401(K) PLAN | EUGENE, OR | Advisor / Consultant INVESTMENT ADVISOR | 109 | $7.4M | $15K |
| ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 108 | $7.1M | $27K |
| JAJ ENTERPRISES, LLC JAJ ENTERPRISES, LLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 116 | $6.7M | $15K |
| MARATHON COACH, INC. MARATHON COACH, INC. PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 193 | $6.2M | $12K |
| ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 123 | $6.0M | $19K |
| JAJ ENTERPRISES, LLC JAJ ENTERPRISES, LLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 101 | $6.0M | $15K |
| JAJ ENTERPRISES, LLC JAJ ENTERPRISES, LLC PROFIT SHARING 401(K) PLAN | COBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 110 | $5.7M | $11K |
| WS ACQUISITION LLC WS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST | EUGENE, OR | Other NONE | 210 | $4.8M | $14K |
| WS ACQUISITION LLC WS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST | EUGENE, OR | Other NONE | 164 | $4.7M | $14K |
| ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 113 | $3.6M | $13K |
| UMPQUA DAIRY PRODUCTS CO. UMPQUA DAIRY RETIREMENT CONTRIBUTION AND EMPLOYEE SAVINGS PLAN | ROSEBURG, OR | Advisor / Consultant INVESTMENT ADVISOR | 10 | $647K | $31K |
| EMCOR SECURITIES, INC. EMCOR SECURITIES, INC. 401(K) PLAN | WEST DOVER, VT | Advisor / Consultant INVESTMENT ADVISOR | 4 | — | $10K |