Filings through .
Embree Financial Group
Matched across 2 name variants in the filings
Embree Financial Group summary
Embree Financial Group appears on 27 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $873M in assets for 12,658 participants. The median client plan holds $26.5M. Most client plans are sponsored in IL, WI and CA. The largest clients by plan assets are HH Associates US, Inc., Trojan Lithograph Corporation and Medela LLC. Plans reported $1.5M in direct and indirect compensation paid to Embree Financial Group. The median is $33K per plan.
- Participants
- 12,658
- Median plan assets
- $26.5M
- Median plan participants
- 341
- Median fees per plan
- $33K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| HH Associates US, Inc. | IL | $122M | 1,754 |
| Trojan Lithograph Corporation | WA | $64.1M | 929 |
| Medela LLC | IL | $63.8M | 556 |
| Harrison Street Real Estate Capital, LLC | IL | $62.8M | 341 |
| Cambium Networks, Inc. | IL | $55.2M | 228 |
| Acxion Foodservice Inc. | MD | $52.4M | 959 |
| Imperative Logistics Group LLC | OR | $42.6M | 623 |
| Bradshaw International, Inc. | CA | $37.6M | 491 |
| Complete Paper, Inc. Dba Biorigin Specialty Products, plan 004 | GA | $37.0M | 280 |
| Acciona Energy USA Global LLC | IL | $36.5M | 580 |
| P10 Holdings, Inc. | TX | $36.2M | 275 |
| Crown Bakeries, LLC | TN | $31.6M | 1,474 |
| Deutsche Boerse Systems, Inc. | IL | $28.3M | 172 |
| Ofd Foods, LLC | OR | $26.5M | 659 |
| Complete Paper, Inc. Dba Biorigin Specialty Products, plan 003 | GA | $25.5M | 284 |
| Sherwood Management Co., Inc. | CA | $25.1M | 731 |
| Parker Plastics, Inc. | WI | $21.4M | 364 |
| Steelite International USA, Inc. | OH | $20.8M | 290 |
| University Club of Chicago | IL | $17.2M | 349 |
| Triangle Tool, LLC | WI | $17.1M | 142 |
| Ceratizit USA, LLC. | NC | $14.2M | 152 |
| Midland Container Corporation | WI | $11.5M | 134 |
| New Carbon Company, LLC | PA | $10.5M | 405 |
| Peryam & Kroll Research Corporation | IL | $8.1M | 253 |
| Carnivore Meat Company | WI | $5.3M | 233 |
- ILParticipants 1,754
- WAParticipants 929
- Medela LLC$63.8MILParticipants 556
- ILParticipants 341
- Cambium Networks, Inc.$55.2MILParticipants 228
- Acxion Foodservice Inc.$52.4MMDParticipants 959
- ORParticipants 623
- CAParticipants 491
- GAParticipants 280
- ILParticipants 580
- P10 Holdings, Inc.$36.2MTXParticipants 275
- Crown Bakeries, LLC$31.6MTNParticipants 1,474
- ILParticipants 172
- Ofd Foods, LLC$26.5MORParticipants 659
- GAParticipants 284
- CAParticipants 731
- Parker Plastics, Inc.$21.4MWIParticipants 364
- OHParticipants 290
- ILParticipants 349
- Triangle Tool, LLC$17.1MWIParticipants 142
- Ceratizit USA, LLC.$14.2MNCParticipants 152
- WIParticipants 134
- New Carbon Company, LLC$10.5MPAParticipants 405
- ILParticipants 253
- WIParticipants 233
Top client states
- IL8 plans
- WI4 plans
- CA2 plans
- GA2 plans
- OH2 plans
Frequently asked questions
- Who uses Embree Financial Group?
- 27 retirement plans list Embree Financial Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include HH Associates US, Inc., Trojan Lithograph Corporation, Medela LLC, Harrison Street Real Estate Capital, LLC and Cambium Networks, Inc.. Most client plans are sponsored in IL, WI and CA.
- How many plans does Embree Financial Group serve?
- Embree Financial Group serves 27 retirement plans with $873M in plan assets and 12,658 participants, based on the latest Form 5500 filings through 2024.
- What does Embree Financial Group charge?
- Plans reported $1.5M in total Schedule C compensation paid to Embree Financial Group. The median plan paid $33K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Embree Financial Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| Fidelity (FMR) | 2 |
| Dimensional | 2 |
| AllianceBernstein | 2 |
| JPMorgan | 2 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 2 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.