Assetmark Financial Holdings, Inc. (EIN 30-0774039) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $175.0M in plan assets and 2,054 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Assetmark Financial 401(k) Plan | 001 | 1,024 | $175.0M |
| Assetmark Financial Holdings, Inc. Health and Welfare Plan | 501 | 1,030 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
30-0774039 is the Employer Identification Number (EIN) Assetmark Financial Holdings, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
