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

Active participants

2,266

Total plan assets

$166.5M

Filings (rows)

Direct comp

$56K

Indirect comp

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Producers Dairy Foods Inc. Producers Dairy Foods Inc. 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Investment manager	1,273	$92.3M	$38K	$0
Producers Dairy Foods Inc. Producers Dairy Foods Inc. 401(k) Profit Sharing Plan · all filings	FRESNO, CA	Investment manager	993	$74.2M	$19K	$0