ROEHL & YI

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

374

Total plan assets

$9.4M

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "ROEHL & YI"

View all 5 variants aggregated →

ROEHL & YI INVESTMENT ADVISORS26 ROEHL & YI INVESTMENT ADV7 ROEHL & YI INVESTMENTS ADVISORS4 ROEHL & YI INVEVSTMENT ADVISORS3 ROEHL & YI2

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WS ACQUISITION LLC WS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST	EUGENE, OR	Other service providers	210	$4.8M	$14K	$0
WS ACQUISITION LLC WS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST	EUGENE, OR	Other service providers