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ROEHL & YI INVESTMENT ADVISORS, LLC

EIN 93-1249395-financial services-Latest filing 2025
Plans
1
Retirement
1
$9.2M assets
Welfare
0
Participants
20
450 COUNTRY CLUB RD., SUITE 200 - EUGENE, OR 97401541-683-2085LinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$9.2M - 20 part

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Retirement#001

ROEHL & YI INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$9.2M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROEHL & YI INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$9.2M202025
Retirement plans
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