Mariner Management Group, Inc.'s EIN is 34-1700631.
Download the official 2025 Form 5500 (PDF) for Mariner Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Mariner Management Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CO | CUSTODIAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | RECORDKEEPER | $13K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | WALTHAM, MA | INVESTMENT MANAGEMENT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC | 82-1371994 | PLYMOUTH, IN | TPA | $56K | — |
