Mariner Wealth Advisors, Llc 401(k) Plan: Login, Facts & Contact Information
Mariner Wealth Advisors, Llc 401(k) Login
234 former Mariner Wealth Advisors, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Mariner Wealth Advisors, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 28, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $39.5 million went into the plan in contributions, $7.04 million of it from the employer (18%).
- $13.2 million was paid out to participants.
- Investment and other income added $37.4 million.
- Administrative expenses were $203,286, about $106 per account.
How the Mariner Wealth Advisors, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 653 | $68.3 million | $2.10 million | $6.29 million |
| 2020 | 752 | $89.6 million | $2.50 million | $3.24 million |
| 2021 | 947 | $116.8 million | $2.94 million | $3.85 million |
| 2022 | 1,194 | $128.4 million | $4.84 million | $2.67 million |
| 2023 | 1,698 | $186.9 million | $5.82 million | $5.20 million |
| 2024 | 1,912 | $278.3 million | $7.04 million | $13.2 million |
Mariner Wealth Advisors, Llc 401(k) Contact Information
Questions about the Mariner Wealth Advisors, Llc 401(k)
Does Mariner Wealth Advisors, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.04 million, 18% of all contributions.
Does the Mariner Wealth Advisors, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Mariner Wealth Advisors, Llc 401(k) plan?
1,912 participants at the start of plan year 2024, 1,870 of them active employees, and 234 former employees who still had money in the plan.
What is the average 401(k) balance at Mariner Wealth Advisors, Llc?
About $145,626 per account: $278.3 million in plan assets across 1,911 accounts with a balance at the end of plan year 2024.
Who manages the Mariner Wealth Advisors, Llc 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Mariner Wealth Advisors, Llc. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.