Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Embree Financial Group
Embree Financial Group
- Service provider, as named on Schedule C
- EIN 363983748
- Plan year 2024
- Direct compensation reported $784,269
Assets of those plans
$555,098,833
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$784,269
81% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 99 | Other fees | 8 |
| 28 | Investment management | 7 |
| 50 | Direct payment from the plan | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| HH Global US 401(k) Savings Plan | HH Associates US | $101,990,991 | 1,457 | $109,654 |
| Mill Rock Packaging, Inc. Retirement Savings Plan | Mill Rock Packaging | $60,780,149 | 672 | $74,833 |
| Cambium Networks, Inc. 401(k) Planrecordkeeper | Cambium Networks | $49,854,569 | 230 | $85,278 |
| Imperative Logistics Group LLC 401(k) Plan | Imperative Logistics Group | $34,898,936 | 523 | $0 |
| Biorigin Specialty Products 401(k) Plan | Complete Paper Inc. DBA Biorigin Specialty Products | $33,543,653 | 238 | $23,142 |
| Bradshaw Home Before-tax Savings Plan | Bradshaw International | $33,485,952 | 367 | $61,378 |
| Acciona Energy North America 401(k) Plan | Acciona Energy USA Global | $29,383,288 | 447 | $59,027 |
| P10 401(k) Profit Sharing Plan | P10 Holdings | $28,274,586 | 240 | $93,535 |
| Crown Bakeries Retirement Plan | Crown Bakeries | $25,207,009 | 675 | $80,312 |
| Biorigin Specialty Products Union 401(k) Plan | Complete Paper Inc. DBA Biorigin Specialty Products | $24,504,479 | 223 | $18,216 |
| Deutsche Boerse Systems, Inc. 401(k) Planrecordkeeper | Deutsche Boerse Systems | $22,376,203 | 161 | $45,774 |
| Steelite International USA, Inc. Profit Sharing 401(k) Plan | Steelite International USA | $17,946,126 | 156 | $0 |
| Parker Plastics, Inc. 401(k) Profit Sharing Plan | Parker Plastics | $17,494,625 | 314 | $28,141 |
| Ceratizit USA 401(k) Retirement Plan | Ceratizit USA | $16,427,441 | 178 | $0 |
| Triangle Tool, LLC 401(k) Plan | Triangle Tool | $15,016,932 | 135 | $28,175 |
| University Club of Chicago 401(k) Savings Plan | University Club of Chicago | $14,759,638 | 230 | $15,510 |
| Midland Container Corporation Cash OR Deferred PS Plan | Midland Container | $9,957,017 | 103 | $0 |
| New Carbon Company, LLC 401(k) Retirement Plan | New Carbon | $8,644,353 | 353 | $9,905 |
| Peryam & Kroll 401(k) Plan | Peryam & Kroll Research | $7,020,635 | 200 | $29,398 |
| Carnivore Meat Company Retirement Savings Plan | Carnivore Meat | $3,532,251 | 140 | $7,942 |
| Red Collar Pet Foods, Inc. Retirement Plan | Red Collar Pet Foods | $0 | 0 | $14,049 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.