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EMBARCADERO FINANCIAL GROUP

EIN 81-0626711-financial services-Latest filing 2025
Plans
1
Retirement
1
$389K assets
Welfare
0
Participants
5
101 MONTGOMERY STREET, SUITE 1250 - SAN FRANCISCO, CA 94104415-391-1200embarcaderofinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$389K - 5 part

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Retirement#001

EMBARCADERO FINANCIAL GROUP RETIREMENT PLAN

401k

Assets$389K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMBARCADERO FINANCIAL GROUP RETIREMENT PLAN401k$389K52025
Retirement plans
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