What does Form 5500 Schedule C report about Roehl & Yi Investment Advisors?

Public Form 5500 Schedule C filings report compensation paid to Roehl & Yi Investment Advisors as a plan service provider. Across loaded filings, total reported compensation is $41,754.

How many plans report Roehl & Yi Investment Advisors as a service provider?

Roehl & Yi Investment Advisors appears on 2 loaded plan(s) across 2 sponsor(s).

Roehl & Yi Investment Advisors — 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 is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $41,748 and reported indirect compensation totals $6.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$41.8KDirect + indirect, across loaded filings$41,754

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$41.7K

Indirect compensation$6

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation55%Jerrys Building Materials, Inc.

Top state share of plans100%OR

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Roehl & Yi Investment Advisors. Bars show relative scale.

1
Jerrys Building Materials, Inc.$22.9K
OR · 1 plan(s)
2
Atrio Health Plans, Inc.$18.8K
OR · 1 plan(s)

Geographic reach

State footprint

Where Roehl & Yi Investment Advisors 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.

1
OR2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Roehl & Yi Investment Advisors are sponsored, by plan count.

1
Eugene, OR1 plan(s)
2
Salem, OR1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Jerry'S Building Materials, Inc. Profit Sharing 401(K) Plan$22.9K
Jerrys Building Materials, Inc., OR · Direct $22.9K · Indirect $6 · 2023
2
Atrio Health Plans, Inc. Employee Savings Plan$18.8K
Atrio Health Plans, Inc., OR · Direct $18.8K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Roehl & Yi Investment Advisors?: Public Form 5500 Schedule C filings report compensation paid to Roehl & Yi Investment Advisors as a plan service provider. Across loaded filings, total reported compensation is $41,754.
How many plans report Roehl & Yi Investment Advisors as a service provider?: Roehl & Yi Investment Advisors appears on 2 loaded plan(s) across 2 sponsor(s).