Mariner Wealth Advisors LLC
Plan context: Mariner Holdings LLC 401(K) Plan
EIN 26-2766689 • 29 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2,090
2025 Assets
$278,290,871
2025 Contributions
$39,499,459
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2,090 | $0 | $0 | - |
| Mariner Wealth Advisors LLC Health Care Plan | - | 2,090 | - | - | - |
| 2024 | 2 | 1,870 | $278,290,871 | $39,499,459 | $21,123iApproximate average salary by contribution assumption: employee only about $528,068 at 4% or $352,045 at 6%; with 50% employer match about $352,045 at 4% or $234,697 at 6%; with 100% employer match about $264,034 at 4% or $176,023 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 1,870 | $278,290,871 | $39,499,459 | $21,123iApproximate average salary by contribution assumption: employee only about $528,068 at 4% or $352,045 at 6%; with 50% employer match about $352,045 at 4% or $234,697 at 6%; with 100% employer match about $264,034 at 4% or $176,023 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 1,654 | - | - | - |
| 2023 | 2 | 1,707 | $186,860,128 | $33,353,392 | $19,539iApproximate average salary by contribution assumption: employee only about $488,480 at 4% or $325,653 at 6%; with 50% employer match about $325,653 at 4% or $217,102 at 6%; with 100% employer match about $244,240 at 4% or $162,827 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 1,707 | $186,860,128 | $33,353,392 | $19,539iApproximate average salary by contribution assumption: employee only about $488,480 at 4% or $325,653 at 6%; with 50% employer match about $325,653 at 4% or $217,102 at 6%; with 100% employer match about $244,240 at 4% or $162,827 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 1,497 | - | - | - |
| 2022 | 2 | 2,634 | $128,425,497 | $31,902,376 | $12,112iApproximate average salary by contribution assumption: employee only about $302,794 at 4% or $201,863 at 6%; with 50% employer match about $201,863 at 4% or $134,575 at 6%; with 100% employer match about $151,397 at 4% or $100,931 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 1,526 | $128,425,497 | $31,902,376 | $20,906iApproximate average salary by contribution assumption: employee only about $522,647 at 4% or $348,431 at 6%; with 50% employer match about $348,431 at 4% or $232,288 at 6%; with 100% employer match about $261,324 at 4% or $174,216 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 2,634 | - | - | - |
| 2021 | 2 | 1,083 | $116,759,159 | $16,573,421 | $15,303iApproximate average salary by contribution assumption: employee only about $382,581 at 4% or $255,054 at 6%; with 50% employer match about $255,054 at 4% or $170,036 at 6%; with 100% employer match about $191,291 at 4% or $127,527 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 1,083 | $116,759,159 | $16,573,421 | $15,303iApproximate average salary by contribution assumption: employee only about $382,581 at 4% or $255,054 at 6%; with 50% employer match about $255,054 at 4% or $170,036 at 6%; with 100% employer match about $191,291 at 4% or $127,527 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 679 | - | - | - |
| 2020 | 2 | 844 | $89,631,770 | $13,988,987 | $16,575iApproximate average salary by contribution assumption: employee only about $414,366 at 4% or $276,244 at 6%; with 50% employer match about $276,244 at 4% or $184,163 at 6%; with 100% employer match about $207,183 at 4% or $138,122 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 844 | $89,631,770 | $13,988,987 | $16,575iApproximate average salary by contribution assumption: employee only about $414,366 at 4% or $276,244 at 6%; with 50% employer match about $276,244 at 4% or $184,163 at 6%; with 100% employer match about $207,183 at 4% or $138,122 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 679 | - | - | - |
| 2019 | 3 | 659 | $68,302,948 | $12,767,707 | $19,374iApproximate average salary by contribution assumption: employee only about $484,359 at 4% or $322,906 at 6%; with 50% employer match about $322,906 at 4% or $215,271 at 6%; with 100% employer match about $242,180 at 4% or $161,453 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 659 | $68,302,948 | $12,767,707 | $19,374iApproximate average salary by contribution assumption: employee only about $484,359 at 4% or $322,906 at 6%; with 50% employer match about $322,906 at 4% or $215,271 at 6%; with 100% employer match about $242,180 at 4% or $161,453 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 538 | - | - | - |
| Mariner Wealth Advisors LLC Health Care Plan | - | 538 | - | - | - |
| 2018 | 2 | 546 | $45,124,790 | $9,166,636 | $16,789iApproximate average salary by contribution assumption: employee only about $419,718 at 4% or $279,812 at 6%; with 50% employer match about $279,812 at 4% or $186,541 at 6%; with 100% employer match about $209,859 at 4% or $139,906 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 536 | $45,124,790 | $9,166,636 | $17,102iApproximate average salary by contribution assumption: employee only about $427,548 at 4% or $285,032 at 6%; with 50% employer match about $285,032 at 4% or $190,021 at 6%; with 100% employer match about $213,774 at 4% or $142,516 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 546 | - | - | - |
| 2017 | 2 | 719 | $65,653,049 | $10,784,050 | $14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 719 | $65,653,049 | $10,784,050 | $14,999iApproximate average salary by contribution assumption: employee only about $374,967 at 4% or $249,978 at 6%; with 50% employer match about $249,978 at 4% or $166,652 at 6%; with 100% employer match about $187,483 at 4% or $124,989 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 712 | - | - | - |
| 2016 | 2 | 691 | $51,091,149 | $14,291,266 | $20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 691 | $51,091,149 | $14,291,266 | $20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%. |
| Mariner Wealth Advisors LLC Health Care Plan | - | 681 | - | - | - |
| 2015 | 3 | 623 | $33,704,901 | $9,422,140 | $15,124iApproximate average salary by contribution assumption: employee only about $378,096 at 4% or $252,064 at 6%; with 50% employer match about $252,064 at 4% or $168,042 at 6%; with 100% employer match about $189,048 at 4% or $126,032 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 623 | $33,704,901 | $9,422,140 | $15,124iApproximate average salary by contribution assumption: employee only about $378,096 at 4% or $252,064 at 6%; with 50% employer match about $252,064 at 4% or $168,042 at 6%; with 100% employer match about $189,048 at 4% or $126,032 at 6%. |
| MARINER HOLDINGS, LLC FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| Mariner Wealth Advisors LLC Health Care Plan | - | 618 | - | - | - |
| 2014 | 3 | 502 | $27,309,778 | $6,373,241 | $12,696iApproximate average salary by contribution assumption: employee only about $317,392 at 4% or $211,595 at 6%; with 50% employer match about $211,595 at 4% or $141,063 at 6%; with 100% employer match about $158,696 at 4% or $105,797 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 495 | $27,309,778 | $6,373,241 | $12,875iApproximate average salary by contribution assumption: employee only about $321,881 at 4% or $214,587 at 6%; with 50% employer match about $214,587 at 4% or $143,058 at 6%; with 100% employer match about $160,940 at 4% or $107,294 at 6%. |
| MARINER HOLDINGS, LLC FLEXIBLE BENEFITS PLAN | - | 106 | - | - | - |
| Mariner Wealth Advisors LLC Health Care Plan | - | 502 | - | - | - |
| 2013 | 2 | 357 | $23,660,944 | $3,838,664 | $10,753iApproximate average salary by contribution assumption: employee only about $268,814 at 4% or $179,209 at 6%; with 50% employer match about $179,209 at 4% or $119,473 at 6%; with 100% employer match about $134,407 at 4% or $89,605 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 357 | $23,660,944 | $3,838,664 | $10,753iApproximate average salary by contribution assumption: employee only about $268,814 at 4% or $179,209 at 6%; with 50% employer match about $179,209 at 4% or $119,473 at 6%; with 100% employer match about $134,407 at 4% or $89,605 at 6%. |
| MARINER HOLDINGS, LLC FLEXIBLE BENEFITS PLAN | - | 143 | - | - | - |
| 2012 | 1 | 477 | $18,757,088 | $3,843,892 | $8,058iApproximate average salary by contribution assumption: employee only about $201,462 at 4% or $134,308 at 6%; with 50% employer match about $134,308 at 4% or $89,539 at 6%; with 100% employer match about $100,731 at 4% or $67,154 at 6%. |
| Mariner Holdings LLC 401(K) Plan | - | 477 | $18,757,088 | $3,843,892 | $8,058iApproximate average salary by contribution assumption: employee only about $201,462 at 4% or $134,308 at 6%; with 50% employer match about $134,308 at 4% or $89,539 at 6%; with 100% employer match about $100,731 at 4% or $67,154 at 6%. |