Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Brinker Capital Investments
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Brinker Capital Investments is named as a service provider on the Schedule C of 25 retirement plans with 100 or more participants for plan year 2024, covering 14,581 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $624K. Per plan, the median was $40.02 per participant, with the middle half of plans between $15.90 and $59.08. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Louisiana (5), California (4) and Georgia (2).
In 2009 it appeared on 82 such filings; in 2024, 27 (down 67%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.90 | $40.02 | $59.08 |
| Compensation as a share of plan net assets | 0.05% | 0.09% | 0.15% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Holder Construction Group, LLC Profit Sharing and 401(k) Plan | Holder Construction Group, LLC | GA | 2,319 | $229M | $117K |
| Upa 401(k) Savings Plan | University Physicians Association Inc. | TN | 1,502 | $39.6M | $0 |
| Elm Staffing, Inc. 401(k) Plan | Employee Liability Management, Inc. | AL | 1,289 | $26.1M | $53K |
| Sante Health System Retirement Plan | Sante Health Systems, Inc. | CA | 1,193 | $35.4M | $6,993 |
| Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan | Ridgecrest Regional Hospital | CA | 1,127 | $49.5M | $56K |
| Metrea LLC 401(k) Plan | Metrea Management LLC | OK | 1,114 | $56.7M | $28K |
| The Russian School of Mathematics 401(k) Plan | The Russian School of Mathematics | MA | 850 | $30.8M | $14K |
| Conti Service, LLC MEP 401(k) Plan | Conti Service, LLC | MI | 770 | $29.4M | $14K |
| Trailboss Enterprises, Inc. 401(k) Plan | Trailboss Enterprises | AK | 583 | $6.7M | $6,968 |
| Nvi LLC 401(k) Profit Sharing Plan & Trust | Nvi, LLC | LA | 498 | $21.2M | $141K |
| Jasco Products Company LLC 401(k) Profit Sharing Plan | Jasco Products Company LLC | OK | 464 | $49.0M | $33K |
| Virginia Women's Center, Inc. 401(k) Plan | Virginia Womens Center, Inc. | VA | 446 | $48.3M | $8,604 |
| Penn Tank Lines, Inc. 401(k) Savings Plan | Penn Tank Lines, Inc. | PA | 263 | $5.5M | $3,999 |
| Retif Oil & Fuel L.L.C. 401(k) Profit Sharing Plan | Retif Oil & Fuel, LLC | LA | 260 | $19.3M | $18K |
| Nycom, Inc. 401(k) Profit Sharing Plan | Nycom, Inc. | VA | 242 | $15.5M | $0 |
| Talbert Building Supply 401(k) Plan and Trust | Talbert Building Supply, Inc. | NC | 216 | $8.8M | $66 |
| Ebaldc Retirement Plan | East Bay Asian Local Development Corporation | CA | 199 | $5.8M | $6,115 |
| Mimaki USA 401(k) Plan. | Mimaki USA, Inc. | GA | 184 | $10.5M | $2,635 |
| Cub Crafters, Inc. Profit Sharing Plan | Cub Crafters Inc. | WA | 184 | $7.2M | $7,648 |
| Linear Controls, Inc. 401(k) Plan | Linear Controls, Inc. | LA | 177 | $9.5M | $30K |
| Food-N-Fun, Inc. 401(k) Plan | Spoonbill Ventures, LLC | LA | 176 | $1.5M | $7,565 |
| Vcom Solutions, Inc. 401(k) Plan | Vcom Solutions, Inc. | CA | 160 | $13.7M | $46K |
| Otterstedt Agency 401(k) Plan | Otterstedt Insurance Agency, Inc. | NJ | 132 | $12.7M | $18K |
| Overbrook Friedlander Programs 403(b) Retirement Plan | Overbrook Friedlander Programs | PA | 126 | $3.4M | $5,043 |
| Terminix Service Company Inc. Employee Savings & Security Plan | Terminix Service Company Inc. | LA | 107 | $3.1M | $1,370 |
Questions and answers
How many plans does Brinker Capital Investments serve?
25 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Brinker Capital Investments?
The median plan reported $40.02 per participant in direct and indirect compensation (23 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (participants) (17 plans), Investment advisory (plan) (7 plans), Investment management (7 plans) and Participant communication (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.