Employer with a benefit plan ยท SEC filer
ASSETMARK FINANCIAL HOLDINGS, INC.
Also filed as AqGen Liberty Management II, Inc.
1655 GRANT ST., 10TH FL., CONCORD, CA 94520
EIN
30-0774039
SEC CIK
0001591587
SEC · 2026-07-30
Industry (SIC)
Investment Advice (6282)
SEC · 2026-07-30
State of incorporation
DE
SEC · 2026-07-30
Latest SEC filing
13F-NT 2026-07-30
SEC · 2026-07-30
Benefit plan 1, 2024 filing
ASSETMARK FINANCIAL 401(K) PLAN
DOL · 2025-09-15
Participants (start of year)
1,232
DOL · 2025-09-15
Plan features
code 2E2F2G2J2K2T3D
DOL · 2025-09-15
Plan type
Single-employer plan
DOL · 2025-09-15
Business code (NAICS)
523900
DOL · 2025-09-15
Benefit plan 501, 2024 filing
ASSETMARK FINANCIAL HOLDINGS, INC. HEALTH AND WELFARE PLAN
DOL · 2025-07-23
Participants (start of year)
979
DOL · 2025-07-23
Plan features
code 4A4B4D4E4F4H4L4Q
DOL · 2025-07-23
Plan type
Single-employer plan
DOL · 2025-07-23
Business code (NAICS)
523900
DOL · 2025-07-23