Mariner Wealth Advisors, Llc 401(k) Plan
Sponsored by Mariner Wealth Advisors, Llc · EIN 262766689 · Plan #001
- Total assets
- $278M
- Net assets
- $278M
- Active participants
- 1,870
- With balances
- 1,911
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, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $186,489 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $10,579 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,054 |