What public Form 5500 filings show about the Embarcadero Capital Advisors Inc. 401(k) plan — and how to find and check your own account.
Embarcadero Capital Advisors Inc. (EIN 93-4420159) reports EMBARCADERO CAPITAL ADVISORS INC on its most recent Form 5500, with $11K in plan assets across 2 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 Embarcadero Capital Advisors Inc. filing — schedules, fees, and providers.
Embarcadero Capital Advisors 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 Embarcadero Capital Advisors Inc.HR for the recordkeeper’s name and login.
