ASSETMARK
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
72
Active participants
284,034
Total plan assets
$60.5B
Filings (rows)
72
Direct comp
$4.9M
Indirect comp
$0
Aggregating 5 name variants under "ASSETMARK"
SERVICES PROVIDED
Other55
Advisor / Consultant13
Recordkeeper4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MORLEY STABLE VALUE FUND | 1 |
Top plans served
All 72 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $64K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,709 | $8.3B | $93K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $19K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 13,006 | $7.4B | $53K |
| YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN, CT | Other NONE | 11,507 | $6.4B | $14K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $17K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $18K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.7B | $10K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $20K |
| YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN, CT | Other NONE | 20,372 | $873.9M | $6K |
| UNIVERSITY OF DAYTON UNIVERSITY OF DAYTON TDA PLAN | DAYTON, OH | Other NONE | 4,308 | $667.3M | $6K |
| UNIVERSITY OF DAYTON UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTON, OH | Other NONE | 3,084 | $382.0M | $10K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 848 | $246.0M | $7K |
| PAINTING INDUSTRY INSURANCE FUND INDUSTRY PAINTING INDUSTRY INSURANCE FUND | NEW YORK, NY | Other NONE | 4,871 | $195.2M | $36K |
| PAINTING INDUSTRY INSURANCE FUND INDUSTRY PAINTING INDUSTRY INSURANCE FUND | NEW YORK, NY | Other NONE | 4,988 | $192.9M | $6K |
| PENCOR SERVICES, INC. PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN | PALMERTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 707 | $162.4M | $728K |
| PENCOR SERVICES, INC. PENCOR SERVICES, INC. NON-AGREEMENT PENSION PLAN | PALMERTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 699 | $144.9M | $641K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 705 | $101.3M | $10K |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 151 | $86.4M | $0 |
| BATON ROUGE ORTHOPAEDIC CLINIC, LLC BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST | BATON ROUGE, LA | Other NONE | 312 | $82.7M | $6K |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 151 | $78.9M | $0 |
| GILMORE & BELL, P.C. GILMORE & BELL, P.C. 401(K) PROFIT SHARING PLAN & TRUST | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 119 | $72.5M | $44K |
| QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA, GA | Other NONE | 122 | $61.7M | $7K |
| EXTRACO CORPORATION EXTRACO CORPORATION RETIREMENT PLAN | TEMPLE, TX | Advisor / Consultant INVESTMENT ADVISORY | 333 | $59.8M | $69K |
| MODIGENT LLC MODIGENT LLC 401(K) PLAN | PHOENIX, AZ | Other NONE | 1,448 | $50.9M | $262K |
| BASS UNDERWRITERS, INC. BASS UNDERWRITERS, INC. 401(K) P.S. PLAN | PLANTATION, FL | Other NONE | 616 | $47.0M | $168K |
| TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING, NY | Advisor / Consultant INVESTMENT MANAGER | 953 | $46.8M | $0 |
| EXTRACO CORPORATION EXTRACO CORPORATION RETIREMENT PLAN | TEMPLE, TX | Advisor / Consultant INVESTMENT ADVISORY | 334 | $46.6M | $21K |
| TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING, NY | Advisor / Consultant INVESTMENT MANAGER | 945 | $39.2M | $30K |
| BASS UNDERWRITERS, INC. BASS UNDERWRITERS, INC. 401(K) P.S. PLAN | PLANTATION, FL | Other NONE | 557 | $38.0M | $141K |
| BASS UNDERWRITERS, INC. BASS UNDERWRITERS, INC. 401(K) P.S. PLAN | PLANTATION, FL | Other NONE | 488 | $30.3M | $90K |
| MODIGENT LLC MODIGENT LLC 401(K) PLAN | TUCSON, AZ | Other NONE | 1,245 | $29.9M | $168K |
| BLAISE ALEXANDER MANAGEMENT, INC. ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN | MUNCY, PA | Recordkeeper RECORDKEEPER | 741 | $29.7M | $235K |
| BROWN PLUS BROWN PLUS RETIREMENT PLAN | CAMP HILL, PA | Other NONE | 139 | $29.2M | $95K |
| BROWN SCHULTZ SHERIDAN & FRITZ BROWN SCHULTZ SHERIDAN & FRITZ RETIREMENT PLAN | CAMP HILL, PA | Other NONE | 138 | $27.6M | $87K |
| BLAISE ALEXANDER MANAGEMENT, INC. ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN | MUNCY, PA | Recordkeeper RECORDKEEPER | 739 | $27.2M | $12K |
| BROWN SCHULTZ SHERIDAN & FRITZ BROWN SCHULTZ SHERIDAN & FRITZ RETIREMENT PLAN | CAMP HILL, PA | Other NONE | 156 | $22.8M | $81K |
| AVAIL TECHNOLOGIES, INC. AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | STATE COLLEGE, PA | Other NONE | 103 | $18.5M | $72K |
| AVAIL TECHNOLOGIES, INC. AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | STATE COLLEGE, PA | Other NONE | 96 | $16.4M | $64K |
| AVAIL TECHNOLOGIES, INC. AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | STATE COLLEGE, PA | Other NONE | 105 | $14.3M | $72K |
| PUEBLO MECHANICAL & CONTROLS, LLC PUEBLO MECHANICAL & CONTROLS 401(K) PLAN | TUCSON, AZ | Other NONE | 623 | $13.3M | $107K |
| TOWER IMAGING, LLC TOWER IMAGING, LLC RETIREMENT PLAN AND TRUST | TAMPA, FL | Other NONE | 540 | $11.5M | $68K |
| GROVER GAMING, INC. GROVER GAMING, INC. RETIREMENT PLAN | AYDEN, NC | Other NONE | 398 | $10.8M | $75K |
| DELGROSSO FOODS, INC. DELGROSSO FOODS, INC. 401(K) PLAN | TIPTON, PA | Other NONE | 168 | $10.8M | $49K |
| DELGROSSO FOODS, INC. DELGROSSO FOODS, INC. 401(K) PLAN | TIPTON, PA | Other NONE | 145 | $10.1M | $44K |
| TOWER IMAGING, LLC TOWER IMAGING, LLC RETIREMENT PLAN AND TRUST | TAMPA, FL | Other NONE | 547 | $9.6M | $50K |
| KEG 1 COLORADO LLC KEG 1 COLORADO LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other NONE | 118 | $8.7M | $87K |
| PENNIAN BANK PENNIAN BANK 401(K) PLAN | MIFFLINTOWN, PA | Other NONE | 127 | $8.3M | $26K |
| GROVER GAMING, INC. GROVER GAMING, INC. RETIREMENT PLAN | GREENVILLE, NC | Other NONE | 414 | $7.9M | $51K |
| KEG 1 COLORADO LLC KEG 1 COLORADO LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other NONE | 144 | $7.9M | $73K |
| ATLAS NAVIGATORS, LLC ATLAS NAVIGATORS 401(K) PLAN | COLORADO SPRINGS, CO | Recordkeeper RECORDKEEPER | 296 | $7.0M | $68K |
| SUPERIOR PRECISION SHEET METAL CORP MICRO METALS, INC. PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Other NONE | 70 | $6.7M | $62K |
| KEG 1 COLORADO LLC KEG 1 COLORADO LLC 401(K) PLAN | COLORADO SPRINGS, CO | Other NONE | 148 | $6.5M | $71K |
| SUPERIOR PRECISION SHEET METAL CORP MICRO METALS, INC. PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Other NONE | 75 | $6.3M | $69K |
| TAMPA BAY VETERINARY OPERATIONS HOLDING, LLC TAMPA BAY VETERINARY OPERATIONS 401(K) PLAN | TAMPA, FL | Other NONE | 176 | $5.7M | $58K |
| SUPERIOR PRECISION SHEET METAL CORP MICRO METALS, INC. PROFIT SHARING PLAN | COLORADO SPRINGS, CO | Other NONE | 94 | $5.5M | $63K |
| ATLAS NAVIGATORS, LLC ATLAS NAVIGATORS 401(K) PLAN | COLORADO SPRINGS, CO | Recordkeeper RECORDKEEPER | 259 | $5.2M | $44K |
| AMCOMM TELECOMMUNICATIONS, INC. AMCOMM TELECOMMUNICATIONS, INC. 401(K) PLAN | BRIGHTON, MI | Other NONE | 175 | $4.8M | $57K |
| GROVER GAMING, INC. GROVER GAMING, INC. RETIREMENT PLAN | GREENVILLE, NC | Other NONE | 292 | $4.5M | $33K |
| TAMPA BAY VETERINARY OPERATIONS HOLDING, LLC TAMPA BAY VETERINARY OPERATIONS 401(K) PLAN | TAMPA, FL | Other NONE | 151 | $4.1M | $43K |
| AMCOMM TELECOMMUNICATIONS, INC. AMCOMM TELECOMMUNICATIONS, INC. 401(K) PLAN | BRIGHTON, MI | Other NONE | 173 | $3.8M | $50K |
| TAMPA BAY VETERINARY OPERATIONS HOLDING, LLC TAMPA BAY VETERINARY OPERATIONS 401(K) PLAN | TAMPA, FL | Other NONE | 142 | $3.0M | $35K |
| AMCOMM TELECOMMUNICATIONS, INC. AMCOMM TELECOMMUNICATIONS, INC. 401(K) PLAN | BRIGHTON, MI | Other NONE | 145 | $2.6M | $42K |
| CASCADIA SENIOR LIVING, LLC CASCADIA SENIOR LIVING, LLC 401(K) PROFIT SHARING PLAN | YAKIMA, WA | Other NONE | 378 | $2.4M | $27K |
| CASCADIA SENIOR LIVING, LLC CASCADIA SENIOR LIVING, LLC 401(K) PROFIT SHARING PLAN | YAKIMA, WA | Other NONE | 152 | $1.7M | $12K |
| SITEWORKS HOLDING CO., INC. SITEWORKS HOLDING CO., INC. 401(K) PLAN | CHANDLER, AZ | Other NONE | 163 | $1.2M | $13K |
| SITEWORKS HOLDING CO., INC. SITEWORKS HOLDING CO., INC. 401(K) PLAN | CHANDLER, AZ | Other NONE | 163 | $1.2M | $13K |
| BMK ENTERPRISES LLC ROBERT J. HENSEN PROFIT SHARING PLAN | MISSION VIEJO, CA | Other NONE | 55 | $523K | $7K |
| HPH TRANSPORT, INC. HEALTH PARK 401(K) PLAN | BARRINGTON, IL | Other NONE | 357 | $423K | $21K |
| CMTA, INC. CMTA, INC. CASH BALANCE PLAN | PROSPECT, KY | Other NONE | 0 | $323K | $5K |
| HPH TRANSPORT, INC. HEALTH PARK 401(K) PLAN | BARRINGTON, IL | Other NONE | 248 | $275K | $9K |
| SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO, CA | Other NONE | 0 | $0 | $12K |