Mariner Select Retirement Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #111
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 955
- With balances
- 423
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 |
|---|---|---|
| Mariner Wealth Advisors | Investment advisory (plan), Investment management fees (direct) | $25,643 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $18,641 |
| Americantcs Fiduciary Services, Llc | Claims processing, Plan administrator, Recordkeeping | $10,885 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Securities brokerage | $2,988 |