Plan Snapshot
- Plan Sponsor: Mariner Finance LLC
- Sponsor EIN: 030433977
- Sponsor Address: 8211 TOWN CENTER DRIVE, BALTIMORE, MD, 21236
- Plan Type: DB
- Plan Number: 002
- Total Participants: 0
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $4.5M | $0 | $0 |
| 2022 | 71 | $27.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $268,342 | — | $268,342 |
| PNC BANK | Recordkeeper | $83,346 | — | $83,346 |
| GORDON FEINBLATT LLC | ERISA Attorney | $68,746 | — | $68,746 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- GORDON FEINBLATT LLC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $420,434
- Estimated Expense Ratio: 9.312% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $455,282 | — | $83,346 | — | — |
| 2022 | $177,265 | $37,080 | — | — | $45,000 |