EntityWire/California business entity search →/ASSETMARK FINANCIAL HOLDINGS, INC.
Employer with a benefit plan
ASSETMARK FINANCIAL HOLDINGS, INC.
The Employer Identification Number (EIN) for ASSETMARK FINANCIAL HOLDINGS, INC. is 30-0774039.
At a glance
- EIN
- 30-0774039 · 300774039
- Legal name
- ASSETMARK FINANCIAL HOLDINGS, INC.
- Also filed as
- AqGen Liberty Management II, Inc.
- Address on file
- 1655 GRANT ST., 10TH FL., CONCORD, CA 94520
- Records show
- SEC filer; employer with a benefit plan
- Latest record
- 2026-07-30
SEC records
SEC EDGAR company filings · records as of 2026-07-30
- SEC CIK
- 0001591587
- Source: SEC · as of 2026-07-30
- Industry (SIC)
- Investment Advice (6282)
- Source: SEC · as of 2026-07-30
- State of incorporation
- DE
- Source: SEC · as of 2026-07-30
- Latest SEC filing
- 13F-NT 2026-07-30
- Source: SEC · as of 2026-07-30
Benefit plans
DOL Form 5500 filings (EFAST2) · records as of 2025-09-15
- Benefit plan 1, 2024 filing
- ASSETMARK FINANCIAL 401(K) PLAN
- Source: DOL 5500 · as of 2025-09-15
- Participants (start of year)
- 1,232
- Source: DOL 5500 · as of 2025-09-15
- Plan features
- Profit-sharing; ERISA 404(c) plan; Participant-directed; 401(k) feature; 401(m) matching; Automatic enrollment
- Source: DOL 5500 · as of 2025-09-15
- Plan type
- Single-employer plan
- Source: DOL 5500 · as of 2025-09-15
- Business code (NAICS)
- 523900
- Source: DOL 5500 · as of 2025-09-15
- Benefit plan 501, 2024 filing
- ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN
- Source: DOL 5500 · as of 2025-07-23
- Participants (start of year)
- 979
- Source: DOL 5500 · as of 2025-07-23
- Plan features
- Health (other than dental or vision); Life insurance; Dental; Vision; Temporary disability; Long-term disability
- Source: DOL 5500 · as of 2025-07-23
- Plan type
- Single-employer plan
- Source: DOL 5500 · as of 2025-07-23
- Business code (NAICS)
- 523900
- Source: DOL 5500 · as of 2025-07-23
What this record is
Public filings that carry this EIN (DOL Form 5500 filings (EFAST2) and SEC EDGAR company filings), shown as filed. Nothing is scraped from the IRS, and a public-record match is not IRS TIN validation.
What it is not
Registry status, formation date, and registered agent come from the California Secretary of State, Business Programs Division (Business Entities); see the California business entity search.
If something is wrong
A name, address, or classification here is what the source published. To correct the source, file with it; to have this page removed, see corrections and removal.
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