# Assetmark Financial Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/assetmark-financial-holdings-inc-401k-plan

> Assetmark Financial Holdings, INC.'s 401(k) plan: 1,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Assetmark Financial Holdings, INC.

- **Sponsor EIN:** 300774039

- **Sponsor Address:** 1655 GRANT ST., 10TH FL., CONCORD, CA, 94520

- **Plan Type:** 401(k)

- **Total Participants:** 1,024

- **Total Assets:** $175.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,024|$175.0M|$8.3M|$11.8M|

| 2023|980|$141.5M|$7.6M|$10.9M|

| 2022|977|$105.8M|$6.8M|$9.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EPIC RETIREMENT PLAN SERVICES|NONE|$280,086|—|$280,086|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $280,086

- **Estimated Expense Ratio:** 0.160% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$280,086|—|—|—|—|

| 2023|$213,484|—|—|—|—|

| 2022|$164,055|—|—|—|—|

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