Assetmark — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Assetmark is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $815,272 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $815,272
- Reported indirect compensation
- $0
- Total reported compensation
- $815,272
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Pencor Services, Inc. | PA | 1 | $727,934 |
| Atlas Navigators, LLC | CO | 1 | $67,594 |
| Blaise Alexander Management, Inc. | PA | 1 | $12,000 |
| Bmk Enterprises LLC | FL | 1 | $7,744 |
| Quantum Physician Services, LLC | GA | 1 | $0 |
State footprint
Plans reporting Assetmark are sponsored in PA (2), CO (1), FL (1), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pencor Services, Inc. | Pencor Services, Inc. Non-Agreement Pension Plan | 2023 | $727,934 | $0 |
| Atlas Navigators, LLC | Atlas Navigators 401(K) Plan | 2023 | $67,594 | not reported in the loaded dataset |
| Blaise Alexander Management, Inc. | Alexander Family Dealerships 401(K) Profit Sharing Plan | 2023 | $12,000 | not reported in the loaded dataset |
| Bmk Enterprises LLC | Robert J. Hensen Profit Sharing Plan | 2023 | $7,744 | not reported in the loaded dataset |
| Quantum Physician Services, LLC | Quantum Radiology, P.C. Retirement Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Pencor Services, Inc. Non-Agreement Pension Plan (plan 002)
- Pencor Services, Inc. — all reported plans
- Atlas Navigators 401(K) Plan (plan 001)
- Atlas Navigators, LLC — all reported plans
- Alexander Family Dealerships 401(K) Profit Sharing Plan (plan 001)
- Blaise Alexander Management, Inc. — all reported plans
- Robert J. Hensen Profit Sharing Plan (plan 002)
- Bmk Enterprises LLC — all reported plans
- Quantum Radiology, P.C. Retirement Plan (plan 001)
- Quantum Physician Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources