How big is Embree Financial Group's plan?

Embree Financial Group's plan reported $3.6M in assets and 15 participants for 2024.

Original filing (PDF)20250806081157NAL0007835122001

Embree Financial Group

Name: Embree Financial Group — Embree Financial Group, Form 5500 (2024)
Creator: Embree Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Embree Financial Group 401(k) Plan

401(k) retirement plan · Embree Financial Group's Embree Financial Group 401(k) Plan held $3.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

LM Nyhan signed Embree Financial Group's 2024 Form 5500 as plan administrator.

LM Nyhan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Embree Financial Group's EIN is 36-3983748.

EIN 36-3983748

Plan number 001

Plan year 2024

ACK ID 20250806081157NAL0007835122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Embree Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Embree Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMBREE FINANCIAL GROUP.

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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