Roehl & Yi Investment Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roehl & Yi Investment Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $175,891 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Roehl & Yi Investment Advisors LLC. Bars show relative scale.
- 1
- 2
- 3
- 4
- 5
- 6
State footprint
Where Roehl & Yi Investment Advisors LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1OR6 plan(s)
City footprint
Cities where plans reporting Roehl & Yi Investment Advisors LLC are sponsored, by plan count.
- 1Eugene, OR2 plan(s)
- 2Springfield, OR2 plan(s)
- 3Coburg, OR1 plan(s)
- 4Portland, OR1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Olsson Industrial Electric, Inc., OR · Direct $69.3K · 2023
- 2Women'S Care, P.C., OR · Direct $47K · 2023
- 3
- 4Jaj Enterprises, LLC, OR · Direct $15.4K · 2023
- 5Superior Steel, LLC Dba Superior Steel Fabrication, OR · Direct $14.9K · 2023
- 6
Frequently asked questions
- What does Form 5500 Schedule C report about Roehl & Yi Investment Advisors LLC?
- Public Form 5500 Schedule C filings report compensation paid to Roehl & Yi Investment Advisors LLC as a plan service provider. Across loaded filings, total reported compensation is $175,891.
- How many plans report Roehl & Yi Investment Advisors LLC as a service provider?
- Roehl & Yi Investment Advisors LLC appears on 6 loaded plan(s) across 6 sponsor(s).
Related Form 5500 pages
- Olsson Industrial Electric, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Olsson Industrial Electric, Inc. — all reported plans
- Women'S Care, P.C. Section 401(K) Profit Sharing Plan (plan 003)
- Women'S Care, P.C. — all reported plans
- Mcdonald Wholesale Co. 401(K) Plan (plan 003)
- Mcdonald Wholesale Co. — all reported plans
- Jaj Enterprises, LLC Profit Sharing 401(K) Plan (plan 002)
- Jaj Enterprises, LLC — all reported plans
- Superior Steel Profit Sharing 401(K) Plan (plan 001)
- Superior Steel, LLC Dba Superior Steel Fabrication — all reported plans
- Pbs 401(K) Plan (plan 001)
- Pbs Engineering And Environmental Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources