Original filing (PDF)20240412162635NAL0001595731001

Embrey Management Services, Ltd.

Name: Embrey Management Services, Ltd. — Embrey Management, Form 5500 (2023)
Creator: Embrey Management Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Embrey Management Services, Ltd. 401(k) Plan

401(k) retirement plan · Embrey Management Services, Ltd.'s Embrey Management Services, Ltd. 401(k) Plan filed a Form 5500 for plan year 2023, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joshua Propp signed Embrey Management Services, Ltd.'s 2023 Form 5500 as plan administrator.

Joshua Propp — 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

Embrey Management Services, Ltd.'s EIN is 74-2983197.

EIN 74-2983197

Plan number 001

Plan year 2023

ACK ID 20240412162635NAL0001595731001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Embrey Management Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Embrey Management Services, Ltd.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (1% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EMBREY MANAGEMENT SERVICES, LTD

EIN

all filings

Address

7600 BROADWAY · SUITE 300 · SAN ANTONIO, TX · 78209

Phone

(210) 826-3675

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-06-21

Filed

2024-04-12

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.