Jason Delman signed Mariner Finance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mariner Finance, LLC's EIN is 03-0433977.
Download the official 2024 Form 5500 (PDF) for Mariner Finance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mariner Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $255K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS, INC. | 62-1254528 | — | CONSULTING | $48K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Trgt Dt Ret R6 | Mutual Funds | — | — | $11.1M | 9.8% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | Mutual Funds | — | — | $10.4M | 9.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $8.3M | 7.3% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | Mutual Funds | — | — | $7.3M | 6.5% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | Mutual Funds | — | — | $5.9M | 5.3% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $4.9M | 4.3% | |
| State Street State St | US Govt M1y Mkt Premier | Other securities | — | — | $4.4M | 3.9% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $4.3M | 3.8% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $4.1M | 3.6% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | Mutual Funds | — | — | $3.9M | 3.5% | |
| MFS Massachusetts Invs Gr Stk R6 | Mutual Funds | — | — | $3.8M | 3.3% | |
| Vanguard Gr Index Adm | Mutual Funds | — | — | $3.3M | 2.9% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $3.2M | 2.8% | |
| 5.25% to 10.50%; maturing through 2049*** | Bonds / Notes | — | — | $3.2M | 2.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $2.9M | 2.6% | |
| Vanguard Total Stock Mkt Index Adm | Mutual Funds | — | — | $2.9M | 2.5% | |
| Vanguard Developed Mkt Index Adm | Mutual Funds | — | — | $2.8M | 2.5% | |
| Dimensional DFA US Vector Eq I | Mutual Funds | — | — | $2.6M | 2.3% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $2.5M | 2.3% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $2.5M | 2.2% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.0M | 1.8% | |
| American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $1.9M | 1.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.5M | 1.3% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.3M | 1.2% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.2M | 1.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Small Cap Val Index Adm | Mutual Funds | — | — | $1.1M | 1.0% | |
| MFS Intl Val R6 | Mutual Funds | — | — | $1.1M | 1.0% | |
| Lord Abbett Lord Abbett Short Duration Inc R6 | Mutual Funds | — | — | $1.1M | 1.0% | |
| Blackrock High Yield Bd K | Other securities | — | — | $993K | 0.9% | |
| Vanguard Val Index Adm | Mutual Funds | — | — | $965K | 0.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $961K | 0.9% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $956K | 0.8% | |
| MASSMUTUAL TOTAL RETURN BD F WILMINGTON TRUST · EIN 38-7289866 / PN 001 | Common Collective Trust | — | — | $882K | 0.8% | |
| Blackrock Inf Protected Bd K | Other securities | — | — | $806K | 0.7% | |
| Delaware Ivy Delaware Ivy Mid Cap Gr R6 | Other securities | — | — | $744K | 0.7% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $738K | 0.7% | |
| MFS Gr Alloc R6 | Mutual Funds | — | — | $724K | 0.6% | |
| T. Rowe Price T. Rowe Pr Prsnl Spctrm Mod Alloc I | Other securities | — | — | $621K | 0.6% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $581K | 0.5% | |
| PIMCO Gl Bd Opps (USD-Hdg) Instl | Mutual Funds | — | — | $145K | 0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $111K | <0.1% | |
| T. Rowe Price T. Rowe Price Spectrum Cnsv Alloc I | Other securities | — | — | $67K | <0.1% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 58 American Funds American Funds 2015 Trgt Dt Ret R6 | Mutual Funds | — | — | $16K | <0.1% | |
| All investments are participant directed; therefore, cost information has not been presented. *** Net of $1,528 in accrued interest. | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
