How big is Ebert Capital Management Inc.'s plan?

Ebert Capital Management Inc.'s plan reported $333K in assets and 3 participants for 2024.

Original filing (PDF)20250922175008NAL0002274099001

Ebert Capital Management Inc.

Name: Ebert Capital Management Inc. — Ebert Capital, Form 5500 (2024)
Creator: Ebert Capital Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ebert Capital Management Inc. 401(k) Plan

401(k) retirement plan · Ebert Capital Management Inc.'s Ebert Capital Management Inc. 401(k) Plan held $333K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

Plan identifiers

Ebert Capital Management Inc.'s EIN is 27-3189588.

EIN 27-3189588

Plan number 001

Plan year 2024

ACK ID 20250922175008NAL0002274099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ebert Capital Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ebert Capital Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EBERT CAPITAL MANAGEMENT INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score