Original filing (PDF)20250922102927NAL0005485168001

BCS PARTNERS LLC D.B.A. EMBARK FINANCIAL PARTNERS

Name: BCS PARTNERS LLC D.B.A. EMBARK FINANCIAL PARTNERS — EMBARK FINANCIAL PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: BCS PARTNERS LLC D.B.A. EMBARK FINANCIAL PARTNERS

Form 5500-SF

FILING_RECEIVED

EMBARK FINANCIAL PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BCS PARTNERS LLC D.B.A. EMBARK FINANCIAL PARTNERS.

Plan sponsor

Name

BCS PARTNERS LLC D.B.A. EMBARK FINANCIAL PARTNERS

EIN

46-4318882

Address

668 3 MILE RD NW · SUITE A · GRAND RAPIDS, MI · 49544

Phone

(616) 600-9905

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INTEGRATED WEALTH MANAGEMENT, LLC

INTEGRATED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$331K · 8 participants

ACCURATE CONCEPTIONS, LLC

RETIREMENT INCOME SECURITY PLAN-ACCURATE CONCEPTIONS, LLC

$331K · 3 participants

TRUE MARKET INSIDERS

TRUE MARKET INSIDERS 401(K) PLAN

$331K · 14 participants

KANNER FINANCIAL SERVICES LLC

KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$331K · 2 participants

FUERST & ASSOCIATES, INC.

FUERST 401(K) PLAN