Assetmark,Inc. — 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,Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $81,887 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $81,887
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $81,887
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Yale University | CT | 1 | $53,136 |
| The Cleveland Clinic Foundation | OH | 1 | $18,866 |
| The Cleveland Clinic Foundation | OH | 1 | $9,885 |
| Tully Construction Co., Inc. | NY | 1 | $0 |
State footprint
Plans reporting Assetmark,Inc. are sponsored in OH (2), CT (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Yale University | Yale University Retirement Account Plan | 2023 | $53,136 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $18,866 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | The Cleveland Clinic Foundation Dc Plans Master Trust | 2023 | $9,885 | not reported in the loaded dataset |
| Tully Construction Co., Inc. | Tully Group Employee Savings And Protection Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Yale University Retirement Account Plan (plan 001)
- Yale University — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- The Cleveland Clinic Foundation Dc Plans Master Trust (plan 012)
- The Cleveland Clinic Foundation — all reported plans
- Tully Group Employee Savings And Protection Plan (plan 001)
- Tully Construction Co., Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources