Brinker Capital Holdings, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2021, when $35.0 million was transferred out of the plan. Assets moved to the ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN (sponsored by ORION ADVISOR SOLUTIONS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Brinker Capital Holdings, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
Brinker Capital Holdings, Inc. 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Aug 31, 2021), filed Jun 15, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $1.93 million went into the plan in contributions, $377,332 of it from the employer (20%).
- $2.51 million was paid out to participants.
- Investment and other income added $3.53 million.
How the Brinker Capital Holdings, Inc. 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 197 | $18.1 million | $173,005 | $1.27 million |
| 2017 | 191 | $22.7 million | $180,599 | $275,040 |
| 2018 | 202 | $21.6 million | $677,169 | $2.10 million |
| 2019 | 216 | $26.7 million | $566,413 | $2.00 million |
| 2020 | 214 | $32.1 million | $599,273 | $1.80 million |
| 2021 (final) | 214 | $0 | $377,332 | $2.51 million |
Brinker Capital Holdings, Inc. 401(k) Contact Information
Questions about the Brinker Capital Holdings, Inc. 401(k)
Is the Brinker Capital Holdings, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN.
Does Brinker Capital Holdings, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $377,332, 20% of all contributions.
Does the Brinker Capital Holdings, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Brinker Capital Holdings, Inc 401(k) plan?
214 participants at the start of plan year 2021.
Who manages the Brinker Capital Holdings, Inc 401(k) accounts?
PCS Retirement is the plan's recordkeeper, which is where participants log in to see their balance.