Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Brinker Capital Investments
Brinker Capital Investments
- Service provider, as named on Schedule C
- EIN 134109249
- Plan year 2024
- Direct compensation reported $344,320
Assets of those plans
$472,979,116
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$344,320
90% 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 |
| 27 | Investment advisory (plan) | 6 |
| 28 | Investment management | 5 |
| 51 | Investment management fees paid directly by plan | 4 |
| 15 | Recordkeeping and information management | 1 |
| 38 | Participant communication | 1 |
| 64 | Recordkeeping fees | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Metrea LLC 401(k) Plan | Metrea Management | $56,667,961 | 1,045 | $27,721 |
| Jasco Products Company LLC 401(k) Profit Sharing Plan | Jasco Products | $48,994,319 | 437 | $32,778 |
| Virginia Women's Center, Inc. 401(k) Plan | Virginia Womens Center | $48,251,536 | 0 | $8,604 |
| UPA 401(k) Savings Plan | University Physicians Association | $39,638,446 | 1,464 | not reported |
| Sante Health System Retirement Plan | Sante Health Systems | $35,526,258 | 771 | $6,993 |
| Cokinos & Young, a Professional Corporation 401(k) Profit Sharing Plan | Cokinos & Young a Professional | $35,353,777 | 233 | $13,499 |
| The Russian School of Mathematics 401(k) Plan | Russian School of Mathematics | $30,777,530 | 496 | $14,111 |
| Conti Service, LLC MEP 401(k) Plan | Conti Service | $29,363,700 | 414 | $13,771 |
| Elm Staffing, Inc. 401(k) Plan | Employee Liability Management | $26,130,750 | 707 | $52,618 |
| Retif Oil & Fuel L.L.C. 401(k) Profit Sharing Plan | Retif Oil & Fuel | $19,258,139 | 254 | $17,621 |
| Brilliant Corners Retirement Plan | Brillant Corners | $17,115,679 | 614 | $32,351 |
| Nycom, Inc 401(k) Profit Sharing Plan | Nycom | $15,533,939 | 234 | $0 |
| Vcom Solutions, Inc. 401(k) Plan | Vcom Solutions | $13,682,134 | 110 | $45,638 |
| Otterstedt Agency 401(k) Plan | Otterstedt Insurance Agency | $12,707,764 | 117 | $18,129 |
| Mimaki USA 401(k) Plan. | Mimaki USA | $10,459,766 | 145 | $2,635 |
| Linear Controls, Inc. 401(k) Plan | Linear Controls | $9,509,965 | 102 | $30,301 |
| Cub Crafters, Inc. Profit Sharing Planrecordkeeper | Cub Crafters | $7,189,170 | 147 | $7,648 |
| Trailboss Enterprises, Inc. 401(k) Plan | Trailboss Enterprises | $6,706,727 | 567 | $6,968 |
| Penn Tank Lines, Inc 401(k) Savings Plan | Penn Tank Lines | $5,482,806 | 142 | $3,999 |
| Terminix Service Company Inc Employee Savings & Security Plan | Terminix Service | $3,102,913 | 104 | $1,370 |
| Food-n-fun, Inc. 401(k) Plan | Spoonbill Ventures | $1,525,837 | 142 | $7,565 |
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.