Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Assetmark Retirement Services, Inc.
Assetmark Retirement Services, Inc.
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,006,871
Assets of those plans
$192,238,957
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
11
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,006,871
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 11 |
| 38 | Participant communication | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Modigent LLC 401(k) Planrecordkeeper | Modigent | $50,856,751 | 1,013 | $261,579 |
| Bass Underwriters, Inc. 401(k) P.S. Planrecordkeeper | Bass Underwriters | $47,033,831 | 572 | $168,347 |
| Brown Plus Retirement Planrecordkeeper | Brown Plus | $29,188,100 | 156 | $95,331 |
| Avail Technologies, Inc. 401(k) Retirement Planrecordkeeper | Avail Technologies | $18,474,046 | 132 | $72,378 |
| Grover Gaming, Inc. Retirement Planrecordkeeper | Grover Gaming | $10,818,667 | 405 | $75,038 |
| Delgrosso Foods, Inc. 401(k) Planrecordkeeper | Delgrosso Foods | $10,816,278 | 192 | $48,974 |
| KEG 1 Colorado LLC 401(k) Planrecordkeeper | KEG 1 Colorado | $8,682,880 | 188 | $86,555 |
| Tampa Bay Veterinary Operations 401(k) Planrecordkeeper | Tampa Bay Veterinary Operations Holding | $5,668,137 | 297 | $57,594 |
| Micro Metals, Inc. Profit Sharing Planrecordkeeper | Superior Precision Sheet Metal | $5,476,302 | 112 | $62,988 |
| Amcomm Telecommunications, Inc. 401(k) Planrecordkeeper | Amcomm Telecommunications | $4,801,150 | 185 | $56,690 |
| Health Park 401(k) Planrecordkeeper | HPH Transport | $422,815 | 208 | $21,397 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.