Assetmark Financial Holdings, Inc. 401(k) Plan

The Assetmark Financial Holdings, Inc. 401(k) on its latest Form 5500

Assetmark Financial Holdings, Inc. (EIN 30-0774039) reports ASSETMARK FINANCIAL 401(K) PLAN on its most recent Form 5500, with $175.0M in plan assets across 1,024 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Assetmark Financial Holdings, Inc. filing — schedules, fees, and providers.

Who runs the Assetmark Financial Holdings, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Assetmark Financial Holdings, Inc. 401(k).

How to check your Assetmark Financial Holdings, Inc. 401(k)

• Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
• Ask Assetmark Financial Holdings, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).