Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIMARK BENEFITS
EIN 94-2320862financial servicesLatest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
76
1810 GATEWAY DR STE 230 - SAN MATEO, CA 94404650-692-2043primarkbenefits.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 76 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRIMARK BENEFITS 401(K) PROFIT SHARING PLAN
401k
Assets$9.0M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PRIMARK BENEFITS CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRIMARK BENEFITS 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 41 | 2025 | |
| 003 | PRIMARK BENEFITS CASH BALANCE PLAN | CashBalance | $3.3M | 35 | 2025 |
Retirement plans