Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Brinker Capital Investments LL
Brinker Capital Investments LL
- Service provider, as named on Schedule C
- EIN 320070947
- Plan year 2024
- Direct compensation reported $646,468
Assets of those plans
$70,779,158,978
0.91% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$646,468
96% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 16 |
| 50 | Direct payment from the plan | 16 |
| 28 | Investment management | 3 |
| 16 | Consulting (general) | 2 |
| 33 | Securities brokerage | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $41,980 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $42,761 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | Permanente Medical Group | $9,882,460,618 | 28,964 | $249,756 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $14,395 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $19,458 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $9,691 |
| U.S. Anesthesia Partners, Inc. 401(k) Plan | U.S. Anesthesia Partners | $2,828,979,535 | 7,447 | $24,441 |
| Transamerica 401(k) Retirement Savings Plan | Transamerica | $2,720,479,704 | 13,910 | $6,891 |
| Holland and Knight Profit Sharing Plan & Trust | Holland & Knight | $1,984,044,457 | 4,825 | $66,038 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $19,328 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $13,141 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $28,114 |
| MW&E Savings and Retirement Plan | McDermott Will & Emery | $1,387,214,016 | 3,125 | $22,738 |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines | $1,181,558,760 | 3,511 | $6,315 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $17,578 |
| Squire Patton Boggs Retirement Savings Plan | Squire Patton Boggs (US) | $868,636,396 | 1,682 | $18,498 |
| Faegre Drinker Retirement Savings Plan 1 | Faegre Drinker Biddle & Reath | $768,208,037 | 1,850 | $8,795 |
| Mcfarland Clinic, P.C. 401(k) Profit Sharing Plan | Mcfarland Clinic | $487,865,066 | 1,797 | $13,600 |
| Nixon Peabody LLP Retirement Savings Plan for Associate Attorneys | Nixon Peabody | $101,061,772 | 502 | $9,919 |
| Gables Engineering, Inc. 401(k) Plan | Gables Engineering | $93,949,107 | 263 | $5,053 |
| Business Solutions of Perrysburg, LLC 401(k) Profit Sharing Plan | Business Solutions of Perrysburg | $11,088,052 | 354 | $294 |
| L&M Services, Incorporated Employee Savings Plan | L&M Services | $6,141,617 | 119 | $0 |
| HPJ Industries Inc 401(k) Profit Sharing Plan and Trust | HPJ Industries | $2,474,090 | 91 | $7,684 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.