Embarcadero Financial Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

300

Total plan assets

$14.5M

Filings (rows)

Direct comp

$62K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Matarozzi/Pelsinger Builders, Inc. MPB Retirement Plan · all filings	SAN FRANCISCO, CA	Advisor / Consultant	82	$5.4M	$19K	$0
The Slanted Door The Slanted Door Retirement Plan · all filings	SAN FRANCISCO, CA	Advisor / Consultant	88	$3.4M	$15K	$0
The Slanted Door The Slanted Door Retirement Plan · all filings	SAN FRANCISCO, CA	Advisor / Consultant	62	$3.1M	$14K	$0
The Slanted Door The Slanted Door Retirement Plan · all filings	SAN FRANCISCO, CA	Advisor / Consultant	68	$2.7M	$14K	$0