EMBREE FINANCIAL
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
76
Active participants
24,447
Total plan assets
$1.9B
Filings (rows)
77
Direct comp
$3.1M
Indirect comp
$586K
Aggregating 3 name variants under "EMBREE FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant63
Other13
Top plans served
Showing top 77 of 76 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HH ASSOCIATES US, INC. HH GLOBAL US 401(K) SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 1,051 | $102.0M | $110K |
| HH ASSOCIATES US, INC. HH GLOBAL US 401(K) SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 1,087 | $86.2M | $116K |
| DPI SPECIALTY FOODS, INC. DPI SPECIALTY FOODS 401(K) RETIREMENT SAVINGS PLAN | ONTARIO, CA | Advisor / Consultant INVESTMENT ADVISOR | 814 | $74.2M | $15K |
| HH ASSOCIATES US, INC. HH GLOBAL US 401(K) SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 1,019 | $70.3M | $103K |
| MILL ROCK PACKAGING, INC. MILL ROCK PACKAGING, INC. RETIREMENT SAVINGS PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 620 | $60.8M | $75K |
| MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY, IL | Advisor / Consultant INVESTMENT ADVISOR | 396 | $60.4M | $231K |
| MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY, IL | Advisor / Consultant INVESTMENT ADVISOR | 389 | $57.0M | $206K |
| CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | HOFFMAN ESTATES, IL | Other INVESTMENT/FINANCIAL ADVI | 160 | $49.9M | $85K |
| HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 232 | $49.8M | $104K |
| MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY, IL | Advisor / Consultant INVESTMENT ADVISOR | 389 | $48.7M | $217K |
| CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | HOFFMAN ESTATES, IL | Other INVESTMENT/FINANCIAL ADVI | 187 | $44.3M | $72K |
| HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 230 | $39.6M | $82K |
| CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | ROLLING MEADOWS, IL | Other INVESTMENT/FINANCIAL ADVI | 219 | $36.4M | $70K |
| IMPERATIVE LOGISTICS GROUP LLC IMPERATIVE LOGISTICS GROUP LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 486 | $34.9M | $0 |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 232 | $33.5M | $23K |
| BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant ADVISOR | 394 | $33.5M | $61K |
| BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant ADVISOR | 457 | $33.0M | $52K |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 224 | $29.5M | $0 |
| ACCIONA ENERGY USA GLOBAL LLC ACCIONA ENERGY NORTH AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 291 | $29.4M | $59K |
| HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL, LLC 401 K PROFIT SHARING PLAN TRUST | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 212 | $29.3M | $69K |
| RED COLLAR PET FOODS, INC. RED COLLAR PET FOODS, INC. RETIREMENT PLAN | FRANKLIN, TN | Advisor / Consultant ADVISOR | 639 | $29.3M | $31K |
| MAGNATE HOLDINGS, LLC MAGNATE HOLDINGS, LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 506 | $28.9M | $0 |
| P10 HOLDINGS, INC. P10 401(K) PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 180 | $28.3M | $94K |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 219 | $27.7M | $0 |
| BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA, CA | Advisor / Consultant ADVISOR | 500 | $27.7M | $56K |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS UNION 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 232 | $25.8M | $0 |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS UNION 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 237 | $25.4M | $0 |
| CROWN BAKERIES, LLC CROWN BAKERIES RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 1,380 | $25.2M | $80K |
| ACCIONA ENERGY USA GLOBAL LLC ACCIONA ENERGY NORTH AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 266 | $25.0M | $50K |
| SHERWOOD MANAGEMENT CO., INC. SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED 401(K) PROFIT SHARING PLAN | CULVER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 570 | $24.6M | $44K |
| COMPLETE PAPER, INC. DBA BIORIGIN SPECIALTY PRODUCTS BIORIGIN SPECIALTY PRODUCTS UNION 401(K) PLAN | ALPHARETTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 244 | $24.5M | $18K |
| OFD FOODS, LLC OFD FOODS, LLC 401(K) PLAN | ALBANY, OR | Other NONE | 516 | $24.3M | $32K |
| MAGNATE HOLDINGS, LLC MAGNATE HOLDINGS, LLC 401(K) PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISORY | 469 | $23.2M | $0 |
| DEUTSCHE BOERSE SYSTEMS, INC. DEUTSCHE BOERSE SYSTEMS, INC. 401(K) PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 112 | $22.4M | $46K |
| SHERWOOD MANAGEMENT CO., INC. SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED 401(K) PROFIT SHARING PLAN | CULVER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 670 | $22.1M | $38K |
| GROUND PENETRATING RADAR SYSTEMS (GPRS), LLC GPRS, LLC 401(K) PLAN | MAUMEE, OH | Other NONE | 774 | $21.8M | $16K |
| P10 HOLDINGS, INC. P10 401(K) PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 177 | $21.5M | $67K |
| TROJAN LITHOGRAPH CORPORATION MILL ROCK PACKAGING PARTNERS RETIREMENT SAVINGS PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 398 | $21.4M | $61K |
| CROWN BAKERIES, LLC CROWN BAKERIES RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 1,102 | $21.3M | $61K |
| ACCIONA ENERGY USA GLOBAL LLC ACCIONA ENERGY NORTH AMERICA 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 235 | $21.1M | $47K |
| DEUTSCHE BOERSE SYSTEMS, INC. DEUTSCHE BOERSE SYSTEMS, INC. 401(K) PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 111 | $20.5M | $39K |
| SHERWOOD MANAGEMENT CO., INC. SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED 401(K) PROFIT SHARING PLAN | CULVER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 572 | $19.6M | $41K |
| STEELITE INTERNATIONAL USA, INC. STEELITE INTERNATIONAL USA, INC. PROFIT SHARING 401(K) PLAN | NEW CASTLE, PA | Advisor / Consultant FINANCIAL ADVISORS | 235 | $17.9M | $0 |
| DEUTSCHE BOERSE SYSTEMS, INC. DEUTSCHE BOERSE SYSTEMS, INC. 401(K) PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 104 | $17.6M | $39K |
| PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN | PLEASANT PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY | 274 | $17.5M | $28K |
| PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN | PLEASANT PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY | 264 | $17.0M | $25K |
| PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN | PLEASANT PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 233 | $16.5M | $19K |
| PARKER PLASTICS, INC. PARKER PLASTICS, INC. 401(K) PROFIT SHARING PLAN | PLEASANT PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISORY | 233 | $16.5M | $7K |
| CERATIZIT USA, INC. CERATIZIT USA 401(K) RETIREMENT PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 84 | $16.4M | $0 |
| CERATIZIT USA, INC. CERATIZIT USA 401(K) RETIREMENT PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 103 | $16.2M | $0 |
| CROWN BAKERIES, LLC CROWN BAKERIES RETIREMENT PLAN | NASHVILLE, TN | Advisor / Consultant ADVISOR | 1,004 | $15.8M | $50K |
| RED COLLAR PET FOODS, INC. RED COLLAR PET FOODS, INC. RETIREMENT PLAN | FRANKLIN, TN | Advisor / Consultant ADVISOR | 32 | $15.7M | $26K |
| TRIANGLE TOOL, LLC TRIANGLE TOOL, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 129 | $15.0M | $28K |
| CERATIZIT USA, INC. CERATIZIT USA 401(K) RETIREMENT PLAN | SCHAUMBURG, IL | Advisor / Consultant INVESTMENT ADVISORY | 128 | $14.8M | $0 |
| UNIVERSITY CLUB OF CHICAGO UNIVERSITY CLUB OF CHICAGO 401(K) SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 188 | $14.8M | $16K |
| P10 HOLDINGS, INC. P10 401(K) PROFIT SHARING PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 158 | $14.0M | $51K |
| TRIANGLE TOOL, LLC TRIANGLE TOOL, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 106 | $13.4M | $23K |
| TROJAN LITHOGRAPH CORPORATION TROJANLITHO RETIREMENT SAVINGS PLAN | RENTON, WA | Advisor / Consultant ADVISOR | 163 | $12.5M | $46K |
| UNIVERSITY CLUB OF CHICAGO UNIVERSITY CLUB OF CHICAGO 401(K) SAVINGS PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 212 | $12.1M | $11K |
| TRIANGLE TOOL, LLC TRIANGLE TOOL, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant ADVISOR | 134 | $10.1M | $13K |
| GREAT LAKES PACKAGING CORPORATION GREAT LAKES PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN | GERMANTOWN, WI | Advisor / Consultant INVESTMENT ADVISORY | 77 | $10.1M | $0 |
| MIDLAND CONTAINER CORPORATION MIDLAND CONTAINER CORPORATION CASH OR DEFERRED PS PLAN | FRANKSVILLE, WI | Advisor / Consultant INVESTMENT ADVISORY | 122 | $10.0M | $0 |
| GREAT LAKES PACKAGING CORPORATION GREAT LAKES PACKAGING CORPORATION 401(K) PROFIT SHARING PLAN | GERMANTOWN, WI | Advisor / Consultant INVESTMENT ADVISORY | 81 | $9.5M | $0 |
| NEW CARBON COMPANY, LLC NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN | GLEN MILLS, PA | Advisor / Consultant ADVISOR | 263 | $8.6M | $10K |
| MIDLAND CONTAINER CORPORATION MIDLAND CONTAINER CORPORATION CASH OR DEFERRED PROFIT SHARING PLAN | FRANKSVILLE, WI | Advisor / Consultant INVESTMENT ADVISORY | 109 | $8.6M | $0 |
| MIDLAND CONTAINER CORPORATION MIDLAND CONTAINER CORPORATION CASH OR DEFERRED PS PLAN | FRANKSVILLE, WI | Advisor / Consultant INVESTMENT ADVISORY | 80 | $8.6M | $0 |
| PERYAM & KROLL RESEARCH CORPORATION PERYAM & KROLL 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 155 | $7.0M | $29K |
| PERYAM & KROLL RESEARCH CORPORATION PERYAM & KROLL 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 127 | $6.8M | $27K |
| PERYAM & KROLL RESEARCH CORPORATION PERYAM & KROLL 401(K) PLAN | CHICAGO, IL | Advisor / Consultant ADVISOR | 121 | $5.7M | $27K |
| AIRCRAFT PROPELLER SERVICE, LLC AIRCRAFT PROPELLER SERVICE, LLC 401(K) PLAN | LAKE ZURICH, IL | Other INVESTMENT/FINANCIAL ADVI | 63 | $5.1M | $15K |
| AIRCRAFT PROPELLER SERVICE, LLC AIRCRAFT PROPELLER SERVICE, LLC 401(K) PLAN | LAKE ZURICH, IL | Other INVESTMENT/FINANCIAL ADVI | 60 | $4.1M | $15K |
| CARNIVORE MEAT COMPANY CARNIVORE MEAT COMPANY RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Advisor / Consultant ADVISOR | 166 | $3.5M | $8K |
| BENJ. E. SHERMAN & SONS BENJ. E. SHERMAN & SONS 401(K) PLAN AND TRUST | NORTHBROOK, IL | Advisor / Consultant INVESTMENT ADVISOR | 83 | $2.1M | $19K |
| CARNIVORE MEAT COMPANY CARNIVORE MEAT COMPANY RETIREMENT SAVINGS PLAN | GREEN BAY, WI | Other SERVICE PROVIDER | 152 | $2.1M | $2K |
| 37TH STREET BAKERY LLC 37TH STREET BAKERY LLC 401(K) PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 39 | $2.0M | $8K |
| GROUND PENETRATING RADAR SYSTEMS (GPRS), LLC GPRS, LLC 401(K) PLAN | MAUMEE, OH | Other NONE | 0 | $0 | $15K |
| RED COLLAR PET FOODS, INC. RED COLLAR PET FOODS, INC. RETIREMENT PLAN | FRANKLIN, TN | Advisor / Consultant ADVISOR | 0 | $0 | $14K |