Plan Snapshot
- Plan Sponsor: Mariner Wealth Advisors, LLC
- Sponsor EIN: 262766689
- Sponsor Address: 5700 W.112TH ST, SUITE 500, OVERLAND PARK, KS, 66211
- Plan Type: 401(k)
- Total Participants: 1,870
- Total Assets: $278.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,870 | $278.3M | $7.0M | $25.8M |
| 2023 | 1,707 | $186.9M | $5.8M | $21.8M |
| 2022 | 1,526 | $128.4M | $4.8M | $17.2M |
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 |
|---|---|---|---|---|
| MARKSNELSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARKSNELSON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $203,286 | $43,948 | — | — | — |
| 2023 | $196,850 | $30,767 | — | — | — |
| 2022 | $173,222 | $8,647 | — | — | — |