Tabitha Boissonneau signed Mariner Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mariner Wealth Advisors, LLC's EIN is 26-2766689.
Download the official 2024 Form 5500 (PDF) for Mariner Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mariner Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $186K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $51.1M | 18.3% | |
| PCRA | Self-Directed Brokerage | — | — | $38.7M | 13.9% | |
| VANGUARD GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $14.8M | 5.3% | |
| AMERICAN FUNDS TRGTDT 2050 R6 | Mutual Funds | — | — | $12.1M | 4.4% | |
| AMERICAN FUNDS TRGTDT 2035 R6 | Mutual Funds | — | — | $10.4M | 3.7% | |
| AMERICAN FUNDS TRGTDT 2045 R6 | Mutual Funds | — | — | $8.9M | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $8.7M | 3.1% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $8.3M | 3.0% | |
| AMERICAN FUNDS TRGTDT 2030 R6 | Mutual Funds | — | — | $8.2M | 2.9% | |
| VANGUARD DEVELOPED MKT IDX ADM | Common Collective Trusts | — | — | $6.7M | 2.4% | |
| AMERICAN FUNDS TRGTDT 2060 R6 | Mutual Funds | — | — | $6.3M | 2.3% | |
| VANGUARD TTL WLDSTK INDEX ADM | Mutual Funds | — | — | $6.2M | 2.2% | |
| AMERICAN FUNDS TRGTDT 2055 R6 | Mutual Funds | — | — | $6.0M | 2.2% | |
| VANGUARD EMRG MKTS INDEX ADM | Mutual Funds | — | — | $6.0M | 2.1% | |
| AMERICAN FUNDS TRGTDT 2025 R6 | Mutual Funds | — | — | $5.8M | 2.1% | |
| AMERICAN FUNDS TRGTDT 2040 R6 | Mutual Funds | — | — | $5.4M | 2.0% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $5.1M | 1.8% | |
| NUANCE CONCENTRATED VAL INST | Other securities | — | — | $3.9M | 1.4% | |
| DODGE & COX STOCK FUND | Mutual Funds | — | — | $3.8M | 1.4% | |
| VANGUARD MDCP GRTH INDEX ADM | Mutual Funds | — | — | $3.1M | 1.1% | |
| TROWE PRICE SV COM TRUST A | Mutual Funds | — | — | $3.0M | 1.1% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.1% | |
| T ROWE PRICE OVERSEAS STOCK | Mutual Funds | — | — | $2.9M | 1.0% | |
| COHEN & STEERS REAL ESTATE Z | Other securities | — | — | $2.8M | 1.0% | |
| DODGE & COX INCOME | Mutual Funds | — | — | $2.7M | 1.0% | |
| AMERICAN FUNDS TRGTDT 2065 R6 | Mutual Funds | — | — | $2.5M | 0.9% | |
| DOUBLELINE SCHILLER ENH CAPE I | Other securities | — | — | $2.5M | 0.9% | |
| HARDING LOEVNER INTL EQ INSTL | Other securities | — | — | $2.4M | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Mutual Funds | — | — | $2.3M | 0.8% | |
| PRIMECAP ODYSSEY GROWTH | Mutual Funds | — | — | $2.3M | 0.8% | |
| CONESTOGA SMALL CAP | Other securities | — | — | $2.3M | 0.8% | |
| PARNASSUS CORE EQUITY INSTL | Other securities | — | — | $2.1M | 0.8% | |
| PARTICIPANT LOANS | Participant loans | — | — | $2.0M | 0.7% | |
| VANGUARD TTL BOND MKT IDX ADM | Common Collective Trusts | — | — | $2.0M | 0.7% | |
| VANGUARD ST INVEST GRD ADMIRAL | Mutual Funds | — | — | $1.9M | 0.7% | |
| VANGUARD SHORT TERM TREAS ADM | Mutual Funds | — | — | $1.9M | 0.7% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $1.8M | 0.6% | |
| UNDISCOVERED MGRS BEHAV VAL R6 | Other securities | — | — | $1.8M | 0.6% | |
| PALMER SQUARE INCOME PLUS FD I | Other securities | — | — | $1.6M | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $1.6M | 0.6% | |
| EATON VANCE ATL CP SMID CAP R6 | Other securities | — | — | $1.5M | 0.5% | |
| TWEEDY BROWNE GLOBAL VALUE | Other securities | — | — | $1.4M | 0.5% | |
| METROPOLITAN WEST TOTAL RET BD | Other securities | — | — | $950K | 0.3% | |
| VANGUARD INFLATION PROTECT ADM | Mutual Funds | — | — | $706K | 0.3% | |
| AMERICAN FUNDS TRGTDT 2020 R6 | Mutual Funds | — | — | $667K | 0.2% | |
| BAIRD AGGREGATE BOND INST | Other securities | — | — | $629K | 0.2% | |
| NUANCE MID CAP VALUE FD INST | Other securities | — | — | $565K | 0.2% | |
| VANGUARD FED MONEY MARKET FUND | Mutual Funds | — | — | $279K | 0.1% | |
| PALMER SQ ULTRA SHRT DUR INV | Other securities | — | — | $198K | <0.1% | |
| AMERICAN FUNDS TRGTDT 2015 R6 | Mutual Funds | — | — | $140K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $3K |
| — |
