Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Mariner Wealth Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 93 retirement plans with 100 or more participants reported paying Mariner Wealth Advisors, LLC $5,000 or more. Those plans cover 306,605 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.2M. Per plan, the median was $60.95 per participant, with the middle half of plans between $22.69 and $136. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Kansas (20), Missouri (16) and Ohio (11).
In 2014 it appeared on 6 such filings; in 2024, 96. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $22.69 | $60.95 | $136 |
| Compensation as a share of plan net assets | 0.03% | 0.10% | 0.21% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Apple 401(k) Plan | Apple Inc. | CA | 145,428 | $24.7B | $59K |
| Schwabplan Retirement Savings and Investment Plan | The Charles Schwab Corporation | TX | 43,502 | $8.93B | $122K |
| Teamhealth 401(k) Plan | Ameriteam Services, LLC | TN | 24,708 | $1.80B | $15K |
| Brown & Brown, Inc. Employee Savings Plan | Brown & Brown, Inc. | FL | 15,772 | $1.75B | $17K |
| Lockton, Inc. 401(k) Plan | Lockton, Inc. | MO | 8,772 | $1.40B | $17K |
| Alliance Coal, LLC and Affiliates Profit Sharing and Savings Plan | Alliance Coal, LLC | OK | 4,723 | $639M | $60K |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | OH | 4,530 | $2.46B | $15K |
| Local 670 Pension Plan | Local 670 Pension Fund | NY | 3,431 | $83.7M | $27K |
| Mount Nittany Medical Center 403(b) Plan | Mount Nittany Medical Center | PA | 3,113 | $166M | $48K |
| Local 670 Annuity Fund | Local 670 Annuity Fund Joint Board of Trustees | NY | 2,692 | $28.0M | $5,500 |
| The Dinsmore & Shohl LLP Savings and Investment Plan | Dinsmore & Shohl LLP | OH | 2,304 | $472M | $32K |
| DLR Group 401(k) Plan and ESOP | DLR Holding Company | NE | 2,283 | $478M | $19K |
| Mariner Wealth Advisors, LLC 401(k) Plan | Mariner Wealth Advisors, LLC | KS | 2,106 | $278M | $11K |
| Polsinelli Profit Sharing Plan I | Polsinelli PC | MO | 1,998 | $587M | $55K |
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath LLP | MN | 1,966 | $768M | $11K |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister LLP | OH | 1,854 | $849M | $38K |
| Locke Lord LLP Retirement Savings Plan | Locke Lord LLP | TX | 1,793 | $892M | $11K |
| Golden Valley Health Centers Retirement Plan | Golden Valley Health Centers | CA | 1,619 | $52.8M | $64K |
| Windsor Healthcare 401(k) Plan | Windsor Healthcare Management LLC | NJ | 1,341 | $5.6M | $26K |
| Greenwaste Recovery, LLC Retirement Plan | Greenwaste Recovery, LLC | CA | 1,163 | $61.8M | $48K |
| Rediscover Retirement Plan | Rediscover | MO | 1,083 | $27.6M | $44K |
| Mariner Select Retirement Plan | Americantcs Fiduciary Services, LLC | PA | 1,071 | $7.9M | $26K |
| Barkley, Inc. 401(k) Profit Sharing Plan | Barkley, Inc. | MO | 1,063 | $58.2M | $51K |
| Enjet Aero, LLC 401(k) Plan | Enjet Aero, LLC | KS | 949 | $45.1M | $124K |
| Newcomer Funeral Service Group Retirement Plan | Newcomer Funeral Services Group, Inc. | KS | 940 | $24.3M | $38K |
| Polynt Composites USA Inc. 401(k) Plan | Polynt Composites USA Inc. | IL | 925 | $169M | $62K |
| Heritage Tractor 401(k) Plan | Heritage Tractor, Inc. | KS | 867 | $61.4M | $54K |
| Oral Roberts University Retirement Plan | Oral Roberts University | OK | 859 | $74.7M | $32K |
| Erg Employee 401(k) Plan | Erg Holding Company, LLC | NJ | 842 | $20.0M | $36K |
| Ottawa University DC Plan | Ottawa University | KS | 833 | $41.3M | $42K |
| Episcopal Retirement Services Staff Retirement Plan | Episcopal Retirement Homes, Inc. | OH | 742 | $20.3M | $56K |
| Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(k) Provisions) | Clark, Schaefer, Hackett & Co. | OH | 709 | $136M | $46K |
| Stowers Group Retirement Plan | Stowers Resource Management Inc. | MO | 644 | $109M | $13K |
| Southwestern College Employee Retirement Plan | Southwestern College | KS | 636 | $27.7M | $13K |
| Stowers Group 403(b) Savings Plan | Stowers Resource Management Inc. | MO | 622 | $47.4M | $9,565 |
| Smart Warehousing, LLC 401(k) Plan | Smart Warehousing, LLC | KS | 597 | $12.0M | $14K |
| Triumph Foods, LLC 401(k) Plan | Triumph Foods, LLC | MO | 584 | $14.6M | $41K |
| Crossfirst Bankshares, Inc. 401(k) Plan | Crossfirst Bankshares, Inc. | KS | 567 | $48.9M | $53K |
| Valenz 401(k) Retirement Savings Plan | United Claim Solutions, LLC | PA | 566 | $13.5M | $21K |
| Corning Federal Credit Union 401(k) Plan | Corning Federal Credit Union | NY | 537 | $81.4M | $45K |
Questions and answers
How many plans does Mariner Wealth Advisors, LLC serve?
93 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Mariner Wealth Advisors, LLC?
The median plan reported $60.95 per participant in direct and indirect compensation (93 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (45 plans), Investment advisory (participants) (27 plans), Recordkeeping and information management (14 plans) and Trustee (bank, trust company, or similar financial institution) (13 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.