How big is Embarcadero Financial Group's plan?

Embarcadero Financial Group's plan reported $306K in assets and 5 participants for 2024.

Original filing (PDF)20250818134236NAL0001264769001

Embarcadero Financial Group

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

Form 5500-SF

FILING_RECEIVED

Embarcadero Financial Group Retirement Plan

401(k) retirement plan · Embarcadero Financial Group's Embarcadero Financial Group Retirement Plan held $306K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

David Rockman signed Embarcadero Financial Group's 2024 Form 5500 as plan administrator.

David Rockman — 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

Embarcadero Financial Group's EIN is 81-0626711.

EIN 81-0626711

Plan number 001

Plan year 2024

ACK ID 20250818134236NAL0001264769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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