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FERMATA ADVISORS, LLC

EIN 84-2792924-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$572K assets
Welfare
0
Participants
19
539 BROADWAY, STE A - SONOMA, CA 95476707-938-7414
Plans on this EIN
1 filing
#001401k-$572K - 19 part

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Retirement#001

FERMATA ADVISORS, LLC 401(K) PLAN

401k

Assets$572K
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FERMATA ADVISORS, LLC 401(K) PLAN401k$572K192025
Retirement plans
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