How big is Embarc Advisors LLC's plan?

Embarc Advisors LLC's plan reported $762K in assets and 24 participants for 2025.

Original filing (PDF)20260407121347NAL0015700290001

Embarc Advisors LLC

Name: Embarc Advisors LLC — Embarc Advisors LLC 401(k), Form 5500 (2025)
Creator: Embarc Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Embarc Advisors LLC 401(k) Plan

401(k) retirement plan · Embarc Advisors LLC's Embarc Advisors LLC 401(k) Plan held $762K in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

People on this filing

Annie Cook signed Embarc Advisors LLC's 2025 Form 5500 as plan administrator.

Annie Cook — 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

Embarc Advisors LLC's EIN is 85-3789676.

EIN 85-3789676

Plan number 001

Plan year 2025

ACK ID 20260407121347NAL0015700290001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Embarc Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Embarc Advisors LLC'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 EMBARC ADVISORS LLC.

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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