Assetmark Financial

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

Active participants

Total plan assets

$323K

Filings (rows)

Direct comp

$5K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CMTA, Inc. CMTA, Inc. Cash Balance Plan · all filings	PROSPECT, KY	Other service providers	0	$323K	$5K	$0