Mariner Wealth Advisors Pooled Employer Plan
Sponsored by Slavic Integrated Administration, Inc. · EIN 650608221 · Plan #003
- Total assets
- —
- Net assets
- —
- Active participants
- 102
- With balances
- 86
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $15,997 |
| Mariner Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $12,886 |