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

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MATAROZZI/PELSINGER BUILDERS, INC. MPB RETIREMENT PLAN	SAN FRANCISCO, CA	Advisor / Consultant ADVISOR	82	$5.4M	$19K
THE SLANTED DOOR THE SLANTED DOOR RETIREMENT PLAN	SAN FRANCISCO, CA	Advisor / Consultant INVESTMENT ADVISOR	88	$3.4M	$15K
THE SLANTED DOOR THE SLANTED DOOR RETIREMENT PLAN