401k Record

Providers › Mariner LLC

Mariner LLC

Plans listing this provider

63

0.11% of the 56,420 plans with Schedule H financials; 61 in 2023

Assets of those plans

$72,378,688,763

0.93% of all Schedule H plan assets

Plans where it is the recordkeeper

13

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$2,265,983

98% 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 codeMeaningPlans
50Direct payment from the plan37
26Investment advisory (participants)23
27Investment advisory (plan)22
99Other fees13
15Recordkeeping and information management13
64Recordkeeping fees12
21Trustee (bank, trust company or similar)12
49Other services12

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Apple 401(k) PlanApple $24,714,519,387143,849$58,735
United Airlines Pilot Retirement Account PlanUnited Airlines $16,835,964,45220,025$95,459
Schwabplan Retirement Savings and Investment PlanSchwab Charles $8,932,117,60543,060$121,513
Humana Retirement Savings PlanHumana $7,706,147,01560,365$8,500
Netjets Aviation, Inc. 401(k) Retirement PlanNetjets Aviation $2,464,050,6404,511$15,472
Teamhealth 401(k) PlanAmeriteam Services $1,798,253,81718,360$14,766
Brown & Brown, Inc Employee Savings PlanBrown & Brown $1,754,611,56512,841$16,814
Lockton, Inc. 401(k) PlanLockton $1,397,582,7098,620$17,175
Seyfarth Shaw LLP 401(k) Savings and Retirement PlanSeyfarth Shaw $925,918,5772,831$10,900
Locke Lord LLP Retirement Savings PlanLocke Lord $891,732,4031,753$11,388
Taft Stettinius & Hollister LLP Thrift Savings & Retirement PlanTaft Stettinius & Hollister $848,887,1581,807$38,035
Faegre Drinker Retirement Savings Plan 1Faegre Drinker Biddle & Reath $768,208,0371,850$10,777
Polsinelli Profit Sharing Plan IPolsinelli $586,762,9131,898$55,496
DLR Group 401(k) Plan and ESOPDLR Holding $477,759,2452,262$19,356
The Dinsmore & Shohl LLP Savings and Investment PlanDinsmore & Shohl $472,157,2422,261$32,304
Mariner Wealth Advisors, LLC 401(k) PlanMariner Wealth Advisors $278,290,8711,911$10,579
Hanson Bridgett LLP Profit Sharing PlanHanson Bridgett $178,045,113354$136,891
Polynt Composites USA Inc. 401(k) PlanPolynt Composites USA $168,873,049920$62,017
Integrated Imaging Consultants, LLC Retirement Savings PlanIntegrated Imaging Consultants $99,868,113147$23,174
Mayfield Clinic, Inc. Profit Sharing/401(k) PlanMayfield Clinic $72,955,398361$18,814
Greenwaste Recovery, LLC Retirement PlanGreenwaste Recovery $61,769,9821,125$47,544
Heritage Tractor 401(k) PlanHeritage Tractor $61,405,241762$53,535
Barkley, Inc. 401(k) Profit Sharing PlanBarkley $58,173,4141,013$51,242
Crossfirst Bankshares, Inc. 401(k) PlanCrossfirst Bankshares $48,898,691560$53,167
Enjet Aero, LLC 401(k) PlanrecordkeeperEnjet Aero $45,114,749908$123,790

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.