· 2022–2024 · DOL EFAST2
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ROEHL-YI INVESTMENT ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
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ROEHL-YI INVESTMENT 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
1
Active participants
993
Total plan assets
$74.2M
Filings (rows)
1
Direct comp
$19K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
PRODUCERS DAIRY FOODS INC.
PRODUCERS DAIRY FOODS INC. 401(K) PROFIT SHARING PLAN
FRESNO, CA
Investment manager
993
$74.2M
$19K
$0
