How big is McBurberod Financial, Inc. DBA Seedfi's plan?

McBurberod Financial, Inc. DBA Seedfi's plan reported $28K in assets and 4 participants for 2024.

Original filing (PDF)20251009054326NAL0010386992001

McBurberod Financial, Inc. DBA Seedfi

Name: McBurberod Financial, Inc. DBA Seedfi — Seedfi 401(k, Form 5500 (2024)
Creator: McBurberod Financial, Inc. DBA Seedfi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seedfi 401(k) Plan

401(k) retirement plan · McBurberod Financial, Inc. DBA Seedfi's Seedfi 401(k) Plan held $28K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan identifiers

McBurberod Financial, Inc. DBA Seedfi's EIN is 83-3918946.

EIN 83-3918946

Plan number 001

Plan year 2024

ACK ID 20251009054326NAL0010386992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McBurberod Financial, Inc. DBA Seedfi from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McBurberod Financial, Inc. DBA Seedfi's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MCBURBEROD FINANCIAL, INC. DBA SEEDFI.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MCBURBEROD FINANCIAL, INC. DBA SEEDFI

EIN

all filings

Address

548 MARKET STREET, PMB 33447 · SAN FRANCISCO, CA · 941045401

Phone

(925) 658-0812

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator