Assetmark Financial Holdings 401(k) match, vesting and fees
What Assetmark Financial Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Bpm LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Assetmark Financial Holdings: employer contribution per participant | $6,604 | |
| Peer median | $2,966 |
| Assetmark Financial Holdings: average balance | $140,025 | |
| Peer median | $104,792 |
| Assetmark Financial Holdings: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $106M at the end of plan year 2022 to $175M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,255 | $175M | $8.3M | $6,604 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 1,232 | $141M | $7.6M | $6,207 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 1,200 | $106M | $6.8M | $5,842 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Assetmark Financial Holdings match 401(k) contributions?
The match terms for the Assetmark Financial 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $8.3M in employer contributions, about $6,604 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Assetmark Financial Holdings 401(k) match vested?
The vesting schedule for the Assetmark Financial 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Assetmark Financial Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Assetmark Financial Holdings, Inc..
I left Assetmark Financial Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Assetmark Financial Holdings, Inc., (925) 521-2298) or the recordkeeper, Epic Retirement Plan Services. The Assetmark Financial Holdings old 401(k) page lists the contacts from every plan filing. Find an old Assetmark Financial Holdings 401(k)
Data from the public Form 5500 annual reports Assetmark Financial Holdings filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Assetmark Financial Holdings. Not financial advice. Report a correction · Methodology