OpenERISA

Assetmark Financial, INC.

Concord, CA, 94520

EIN 86-0898056
Plans
2
Total participants
3,194
Filing years
2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2021Form 5500001Assetmark Financial 401(K) Plan870
2021Form 5500501Assetmark Financial, INC. Health And Welfare Plan867
2020Form 5500001Assetmark Financial 401(K) Plan726
2020Form 5500501Assetmark Financial, INC. Health And Welfare Plan731

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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