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Pensionmark Financial Group LLC
Matched across 50 name variants in the filings
Pensionmark Financial Group LLC summary
Pensionmark Financial Group LLC appears on 156 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $8.7B in assets for 204,927 participants. The median client plan holds $15.2M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are Carpenters Annuity Trust Fund for Northern California, Abercrombie & Fitch Co. and Unifrax I LLC. Plans reported $5.8M in direct and indirect compensation paid to Pensionmark Financial Group LLC. The median is $26K per plan.
- Participants
- 204,927
- Median plan assets
- $15.2M
- Median plan participants
- 303
- Median fees per plan
- $26K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Carpenters Annuity Trust Fund for Northern California | CA | $3.5B | 64,162 |
| Abercrombie & Fitch Co. | OH | $581M | 50,792 |
| Unifrax I LLC | NY | $298M | 2,650 |
| New Relic, Inc. | CA | $295M | 2,289 |
| Patriot Growth Insurance Services, LLC | PA | $194M | 2,259 |
| Desert Sands Public Charter, Inc. | CA | $189M | 2,881 |
| Hoya Holdings, Inc. | CA | $173M | 2,546 |
| Devcon Construction Incorporated | CA | $165M | 436 |
| Grail, Inc. | CA | $151M | 1,428 |
| Enverus, Inc. | TX | $140M | 1,190 |
| Champlain College Incorporated | VT | $128M | 815 |
| W. P. Carey Management LLC | NY | $127M | 251 |
| Northwestern Medical Center, Inc | VT | $103M | 1,031 |
| Aijj Enterprises, Inc | NY | $88.0M | 7,405 |
| Verkada Inc. | CA | $84.1M | 2,329 |
| National Cinemedia, LLC | CO | $74.7M | 419 |
| Donor Network West | CA | $64.4M | 685 |
| Teamwork Services, Inc. | GA | $63.4M | 1,619 |
| Professional Contract Services, Inc. | TX | $57.8M | 2,567 |
| KBC Bank N.V. | NY | $57.0M | 134 |
| Alphadyne Asset Management LP | NY | $54.5M | 167 |
| Franklin Sports Inc. | MA | $48.7M | 322 |
| Degree, Inc. | CA | $48.5M | 753 |
| Edgewood Management Group, LLC | ND | $47.5M | 2,815 |
| Lifelong Learning Administration Corporation | CA | $47.2M | 448 |
- CAParticipants 64,162
- OHParticipants 50,792
- Unifrax I LLC$298MNYParticipants 2,650
- New Relic, Inc.$295MCAParticipants 2,289
- PAParticipants 2,259
- CAParticipants 2,881
- Hoya Holdings, Inc.$173MCAParticipants 2,546
- CAParticipants 436
- Grail, Inc.$151MCAParticipants 1,428
- Enverus, Inc.$140MTXParticipants 1,190
- VTParticipants 815
- NYParticipants 251
- VTParticipants 1,031
- Aijj Enterprises, Inc$88.0MNYParticipants 7,405
- Verkada Inc.$84.1MCAParticipants 2,329
- National Cinemedia, LLC$74.7MCOParticipants 419
- Donor Network West$64.4MCAParticipants 685
- Teamwork Services, Inc.$63.4MGAParticipants 1,619
- TXParticipants 2,567
- KBC Bank N.V.$57.0MNYParticipants 134
- NYParticipants 167
- Franklin Sports Inc.$48.7MMAParticipants 322
- Degree, Inc.$48.5MCAParticipants 753
- NDParticipants 2,815
- CAParticipants 448
Top client states
- CA62 plans
- NY19 plans
- TX13 plans
- CO8 plans
- FL8 plans
Frequently asked questions
- Who uses Pensionmark Financial Group LLC?
- 156 retirement plans list Pensionmark Financial Group LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Carpenters Annuity Trust Fund for Northern California, Abercrombie & Fitch Co., Unifrax I LLC, New Relic, Inc. and Patriot Growth Insurance Services, LLC. Most client plans are sponsored in CA, NY and TX.
- How many plans does Pensionmark Financial Group LLC serve?
- Pensionmark Financial Group LLC serves 156 retirement plans with $8.7B in plan assets and 204,927 participants, based on the latest Form 5500 filings through 2024.
- What does Pensionmark Financial Group LLC charge?
- Plans reported $5.8M in total Schedule C compensation paid to Pensionmark Financial Group LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Pensionmark Financial Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 30 |
| Fidelity (FMR) | 26 |
| Capital Group | 10 |
| JPMorgan | 9 |
| Invesco | 8 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.