Mariner Wealth Advisors 401(k) match, vesting and fees
What Mariner Wealth Advisors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Marksnelson, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Mariner Wealth Advisors: employer contribution per participant | $3,686 | |
| Peer median | $2,966 |
| Mariner Wealth Advisors: average balance | $145,626 | |
| Peer median | $104,792 |
| Mariner Wealth Advisors: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $117M at the end of plan year 2021 to $278M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,106 | $278M | $7M | $3,686 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 1,912 | $187M | $5.8M | $3,396 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,698 | $128M | $4.8M | $3,277 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,194 | $117M | $2.9M | $2,929 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Mariner Wealth Advisors match 401(k) contributions?
The match terms for the Mariner Wealth Advisors, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $3,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mariner Wealth Advisors 401(k) match vested?
The vesting schedule for the Mariner Wealth Advisors, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mariner Wealth Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Mariner Wealth Advisors, LLC.
I left Mariner Wealth Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mariner Wealth Advisors, LLC, (913) 647-9700) or the recordkeeper, Schwab Retirement Plan Services,inc. The Mariner Wealth Advisors old 401(k) page lists the contacts from every plan filing. Find an old Mariner Wealth Advisors 401(k)
Data from the public Form 5500 annual reports Mariner Wealth Advisors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mariner Wealth Advisors. Not financial advice. Report a correction · Methodology