How big is Embarcadero Capital Advisors Inc.'s plan?

Embarcadero Capital Advisors Inc.'s plan reported $11K in assets and 2 participants for 2024.

Original filing (PDF)20250722112751NAL0003028944001

Embarcadero Capital Advisors Inc.

Name: Embarcadero Capital Advisors Inc. — Form 5500 (2024)
Creator: Embarcadero Capital Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Embarcadero Capital Advisors Inc. held $11K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Shirley Horner signed Embarcadero Capital Advisors Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Capital Advisors Inc.'s EIN is 93-4420159.

EIN 93-4420159

Plan number 001

Plan year 2024

ACK ID 20250722112751NAL0003028944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Embarcadero Capital Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITAL ADVISORS INC.

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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