Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Mariner Wealth Advisors, LLC
Mariner Wealth Advisors, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $410,210
Assets of those plans
$1,133,081,130
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$410,210
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 9 |
| 26 | Investment advisory (participants) | 3 |
| 51 | Investment management fees paid directly by plan | 2 |
| 28 | Investment management | 2 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan | Alliance Coal | $639,020,751 | 4,650 | $60,000 |
| Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) | Clark Schaefer Hackett | $136,413,838 | 688 | $45,873 |
| Corning Federal Credit Union 401(k) Plan | Corning Federal Credit Union | $81,397,241 | 534 | $45,000 |
| Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan | Iowa Orthopaedic Center | $68,942,170 | 421 | $7,221 |
| Kansas City Chiefs Football Club, Inc. 401(k) Plan | Kansas City Chiefs Football Club in | $68,288,293 | 510 | $64,264 |
| Ulliman Schutte Construction, LLC 401(k) Profit Sharing Plan | Ulliman Schutte Construction | $61,900,133 | 518 | $53,993 |
| Shine Technologies, LLC 401(k) Plan | SHINE Medical Technologies | $26,519,730 | 460 | $4,470 |
| GDH Consulting, Inc. 401(k) Plan | GDH Consulting | $17,363,416 | 216 | $31,606 |
| Four Keys, LLC 401(k) Plan | Four Keys | $14,314,362 | 300 | $27,611 |
| Amend Consulting LLC 401(k) Plan | Amend Consulting | $8,185,018 | 122 | $30,910 |
| JBM Packaging Company Retirement Plan and Trust | JBM Packaging | $7,842,225 | 146 | $35,690 |
| Akorbi Inc. 401(k) Profit Sharing Plan and Trust | Akorbi | $2,893,953 | 119 | $3,572 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.