Plans listing this provider
63
0.11% of the 56,420 plans with Schedule H financials; 61 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 37 |
| 26 | Investment advisory (participants) | 23 |
| 27 | Investment advisory (plan) | 22 |
| 99 | Other fees | 13 |
| 15 | Recordkeeping and information management | 13 |
| 64 | Recordkeeping fees | 12 |
| 21 | Trustee (bank, trust company or similar) | 12 |
| 49 | Other services | 12 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $58,735 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $95,459 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $121,513 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $8,500 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $15,472 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $14,766 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown | $1,754,611,565 | 12,841 | $16,814 |
| Lockton, Inc. 401(k) Plan | Lockton | $1,397,582,709 | 8,620 | $17,175 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $10,900 |
| Locke Lord LLP Retirement Savings Plan | Locke Lord | $891,732,403 | 1,753 | $11,388 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $38,035 |
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath | $768,208,037 | 1,850 | $10,777 |
| Polsinelli Profit Sharing Plan I | Polsinelli | $586,762,913 | 1,898 | $55,496 |
| DLR Group 401(k) Plan and ESOP | DLR Holding | $477,759,245 | 2,262 | $19,356 |
| The Dinsmore & Shohl LLP Savings and Investment Plan | Dinsmore & Shohl | $472,157,242 | 2,261 | $32,304 |
| Mariner Wealth Advisors, LLC 401(k) Plan | Mariner Wealth Advisors | $278,290,871 | 1,911 | $10,579 |
| Hanson Bridgett LLP Profit Sharing Plan | Hanson Bridgett | $178,045,113 | 354 | $136,891 |
| Polynt Composites USA Inc. 401(k) Plan | Polynt Composites USA | $168,873,049 | 920 | $62,017 |
| Integrated Imaging Consultants, LLC Retirement Savings Plan | Integrated Imaging Consultants | $99,868,113 | 147 | $23,174 |
| Mayfield Clinic, Inc. Profit Sharing/401(k) Plan | Mayfield Clinic | $72,955,398 | 361 | $18,814 |
| Greenwaste Recovery, LLC Retirement Plan | Greenwaste Recovery | $61,769,982 | 1,125 | $47,544 |
| Heritage Tractor 401(k) Plan | Heritage Tractor | $61,405,241 | 762 | $53,535 |
| Barkley, Inc. 401(k) Profit Sharing Plan | Barkley | $58,173,414 | 1,013 | $51,242 |
| Crossfirst Bankshares, Inc. 401(k) Plan | Crossfirst Bankshares | $48,898,691 | 560 | $53,167 |
| Enjet Aero, LLC 401(k) Planrecordkeeper | Enjet Aero | $45,114,749 | 908 | $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.