What public Form 5500 filings show about the Ebert Capital Management Inc. 401(k) plan — and how to find and check your own account.
Ebert Capital Management Inc. (EIN 27-3189588) reports EBERT CAPITAL MANAGEMENT INC 401K PLAN on its most recent Form 5500, with $333K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Ebert Capital Management Inc. filing — schedules, fees, and providers.
Ebert Capital Management Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Ebert Capital Management Inc.HR for the recordkeeper’s name and login.
