BRINKER CAPITAL HOLDINGS, INC.
Plan context: Brinker Capital Holdings Inc. 401K Plan
EIN 22-2799756 • Berwyn, PA • 66 filings • 24 plans
Current Snapshot
Latest Year
2021
2021 Participants
154
2021 Assets
$32,056,456
2021 Contributions
$1,926,022
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $1,926,022 | - |
| Brinker Capital Holdings Inc. 401K Plan | - | 0 | - | $1,926,022 | - |
| 2020 | 3 | 154 | $32,056,456 | $2,333,607 | $15,153iApproximate average salary by contribution assumption: employee only about $378,832 at 4% or $252,555 at 6%; with 50% employer match about $252,555 at 4% or $168,370 at 6%; with 100% employer match about $189,416 at 4% or $126,277 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 154 | $32,056,456 | $2,333,607 | $15,153iApproximate average salary by contribution assumption: employee only about $378,832 at 4% or $252,555 at 6%; with 50% employer match about $252,555 at 4% or $168,370 at 6%; with 100% employer match about $189,416 at 4% or $126,277 at 6%. |
| Brinker Capital Holdings Inc. | - | 0 | - | - | - |
| Brinker Capital Holdings Inc. | - | 0 | - | - | - |
| 2019 | 3 | 169 | $26,679,883 | $2,184,736 | $12,927iApproximate average salary by contribution assumption: employee only about $323,186 at 4% or $215,457 at 6%; with 50% employer match about $215,457 at 4% or $143,638 at 6%; with 100% employer match about $161,593 at 4% or $107,729 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 169 | $26,679,883 | $2,184,736 | $12,927iApproximate average salary by contribution assumption: employee only about $323,186 at 4% or $215,457 at 6%; with 50% employer match about $215,457 at 4% or $143,638 at 6%; with 100% employer match about $161,593 at 4% or $107,729 at 6%. |
| Brinker Capital Holdings Inc. | - | 125 | - | - | - |
| Brinker Capital Holdings Inc. | - | 168 | - | - | - |
| 2018 | 3 | 166 | $21,556,836 | $2,706,694 | $16,305iApproximate average salary by contribution assumption: employee only about $407,635 at 4% or $271,756 at 6%; with 50% employer match about $271,756 at 4% or $181,171 at 6%; with 100% employer match about $203,817 at 4% or $135,878 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 166 | $21,556,836 | $2,706,694 | $16,305iApproximate average salary by contribution assumption: employee only about $407,635 at 4% or $271,756 at 6%; with 50% employer match about $271,756 at 4% or $181,171 at 6%; with 100% employer match about $203,817 at 4% or $135,878 at 6%. |
| Brinker Capital Holdings Inc. | - | 120 | - | - | - |
| Brinker Capital Holdings Inc. | - | 162 | - | - | - |
| 2017 | 3 | 155 | $22,688,497 | $1,700,200 | $10,969iApproximate average salary by contribution assumption: employee only about $274,226 at 4% or $182,817 at 6%; with 50% employer match about $182,817 at 4% or $121,878 at 6%; with 100% employer match about $137,113 at 4% or $91,409 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 144 | $22,688,497 | $1,700,200 | $11,807iApproximate average salary by contribution assumption: employee only about $295,174 at 4% or $196,782 at 6%; with 50% employer match about $196,782 at 4% or $131,188 at 6%; with 100% employer match about $147,587 at 4% or $98,391 at 6%. |
| Brinker Capital Holdings Inc. | - | 122 | - | - | - |
| Brinker Capital Holdings Inc. | - | 155 | - | - | - |
| 2016 | 4 | 150 | $18,083,164 | $1,501,477 | $10,010iApproximate average salary by contribution assumption: employee only about $250,246 at 4% or $166,831 at 6%; with 50% employer match about $166,831 at 4% or $111,221 at 6%; with 100% employer match about $125,123 at 4% or $83,415 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 146 | $18,083,164 | $1,501,477 | $10,284iApproximate average salary by contribution assumption: employee only about $257,102 at 4% or $171,401 at 6%; with 50% employer match about $171,401 at 4% or $114,268 at 6%; with 100% employer match about $128,551 at 4% or $85,701 at 6%. |
| Brinker Capital Holdings Inc. | - | 0 | - | - | - |
| Brinker Capital Holdings Inc. | - | 123 | - | - | - |
| Brinker Capital Holdings Inc. | - | 150 | - | - | - |
| 2015 | 4 | 590 | $16,628,635 | $1,537,571 | $2,606iApproximate average salary by contribution assumption: employee only about $65,151 at 4% or $43,434 at 6%; with 50% employer match about $43,434 at 4% or $28,956 at 6%; with 100% employer match about $32,576 at 4% or $21,717 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 148 | $16,628,635 | $1,537,571 | $10,389iApproximate average salary by contribution assumption: employee only about $259,725 at 4% or $173,150 at 6%; with 50% employer match about $173,150 at 4% or $115,433 at 6%; with 100% employer match about $129,862 at 4% or $86,575 at 6%. |
| Brinker Capital Holdings Inc. | - | 371 | - | - | - |
| Brinker Capital Holdings Inc. | - | 218 | - | - | - |
| Brinker Capital Holdings Inc. | - | 590 | - | - | - |
| 2014 | 4 | 450 | $15,929,200 | $1,754,565 | $3,899iApproximate average salary by contribution assumption: employee only about $97,476 at 4% or $64,984 at 6%; with 50% employer match about $64,984 at 4% or $43,323 at 6%; with 100% employer match about $48,738 at 4% or $32,492 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 142 | $15,929,200 | $1,754,565 | $12,356iApproximate average salary by contribution assumption: employee only about $308,902 at 4% or $205,935 at 6%; with 50% employer match about $205,935 at 4% or $137,290 at 6%; with 100% employer match about $154,451 at 4% or $102,967 at 6%. |
| Brinker Capital Holdings Inc. | - | 338 | - | - | - |
| Brinker Capital Holdings Inc. | - | 450 | - | - | - |
| Brinker Capital Holdings Inc. | - | 201 | - | - | - |
| 2013 | 4 | 505 | $14,116,950 | $1,070,078 | $2,119iApproximate average salary by contribution assumption: employee only about $52,974 at 4% or $35,316 at 6%; with 50% employer match about $35,316 at 4% or $23,544 at 6%; with 100% employer match about $26,487 at 4% or $17,658 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 136 | $14,116,950 | $1,070,078 | $7,868iApproximate average salary by contribution assumption: employee only about $196,706 at 4% or $131,137 at 6%; with 50% employer match about $131,137 at 4% or $87,425 at 6%; with 100% employer match about $98,353 at 4% or $65,569 at 6%. |
| Brinker Capital Holdings Inc. | - | 308 | - | - | - |
| Brinker Capital Holdings Inc. | - | 505 | - | - | - |
| Brinker Capital Holdings Inc. | - | 205 | - | - | - |
| 2012 | 4 | 473 | $10,704,657 | $1,014,430 | $2,145iApproximate average salary by contribution assumption: employee only about $53,617 at 4% or $35,745 at 6%; with 50% employer match about $35,745 at 4% or $23,830 at 6%; with 100% employer match about $26,808 at 4% or $17,872 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 120 | $10,704,657 | $1,014,430 | $8,454iApproximate average salary by contribution assumption: employee only about $211,340 at 4% or $140,893 at 6%; with 50% employer match about $140,893 at 4% or $93,929 at 6%; with 100% employer match about $105,670 at 4% or $70,447 at 6%. |
| Brinker Capital Holdings Inc. | - | 182 | - | - | - |
| Brinker Capital Holdings Inc. | - | 278 | - | - | - |
| Brinker Capital Holdings Inc. | - | 473 | - | - | - |
| 2011 | 4 | 274 | $8,617,561 | $883,400 | $3,224iApproximate average salary by contribution assumption: employee only about $80,602 at 4% or $53,735 at 6%; with 50% employer match about $53,735 at 4% or $35,823 at 6%; with 100% employer match about $40,301 at 4% or $26,867 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 120 | $8,617,561 | $883,400 | $7,362iApproximate average salary by contribution assumption: employee only about $184,042 at 4% or $122,694 at 6%; with 50% employer match about $122,694 at 4% or $81,796 at 6%; with 100% employer match about $92,021 at 4% or $61,347 at 6%. |
| Brinker Capital Holdings Inc. | - | 118 | - | - | - |
| Brinker Capital Holdings Inc. | - | 274 | - | - | - |
| Brinker Capital Holdings Inc. | - | 223 | - | - | - |
| 2010 | 4 | 270 | $8,691,382 | $746,881 | $2,766iApproximate average salary by contribution assumption: employee only about $69,156 at 4% or $46,104 at 6%; with 50% employer match about $46,104 at 4% or $30,736 at 6%; with 100% employer match about $34,578 at 4% or $23,052 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 117 | $8,691,382 | $746,881 | $6,384iApproximate average salary by contribution assumption: employee only about $159,590 at 4% or $106,393 at 6%; with 50% employer match about $106,393 at 4% or $70,929 at 6%; with 100% employer match about $79,795 at 4% or $53,197 at 6%. |
| Brinker Capital Holdings Inc. | - | 121 | - | - | - |
| Brinker Capital Holdings Inc. | - | 122 | - | - | - |
| Brinker Capital Holdings Inc. | - | 270 | - | - | - |
| 2009 | 4 | 257 | $7,012,669 | $794,284 | $3,091iApproximate average salary by contribution assumption: employee only about $77,265 at 4% or $51,510 at 6%; with 50% employer match about $51,510 at 4% or $34,340 at 6%; with 100% employer match about $38,632 at 4% or $25,755 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 113 | $7,012,669 | $794,284 | $7,029iApproximate average salary by contribution assumption: employee only about $175,727 at 4% or $117,151 at 6%; with 50% employer match about $117,151 at 4% or $78,101 at 6%; with 100% employer match about $87,863 at 4% or $58,576 at 6%. |
| Brinker Capital Holdings Inc. | - | 125 | - | - | - |
| Brinker Capital Holdings Inc. | - | 112 | - | - | - |
| Brinker Capital Holdings Inc. | - | 257 | - | - | - |
| 2008 | 4 | 279 | $4,810,520 | $1,136,110 | $4,072iApproximate average salary by contribution assumption: employee only about $101,802 at 4% or $67,868 at 6%; with 50% employer match about $67,868 at 4% or $45,245 at 6%; with 100% employer match about $50,901 at 4% or $33,934 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 135 | $4,810,520 | $1,136,110 | $8,416iApproximate average salary by contribution assumption: employee only about $210,391 at 4% or $140,260 at 6%; with 50% employer match about $140,260 at 4% or $93,507 at 6%; with 100% employer match about $105,195 at 4% or $70,130 at 6%. |
| Brinker Capital Hdldings | - | 136 | - | - | - |
| BRINKER CAPITAL INC | - | 223 | - | - | - |
| BRINKER CAPITAL INC | - | 279 | - | - | - |
| 2007 | 7 | 261 | $6,561,415 | $974,585 | $3,734iApproximate average salary by contribution assumption: employee only about $93,351 at 4% or $62,234 at 6%; with 50% employer match about $62,234 at 4% or $41,489 at 6%; with 100% employer match about $46,676 at 4% or $31,117 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 131 | $6,561,415 | $974,585 | $7,440iApproximate average salary by contribution assumption: employee only about $185,990 at 4% or $123,993 at 6%; with 50% employer match about $123,993 at 4% or $82,662 at 6%; with 100% employer match about $92,995 at 4% or $61,997 at 6%. |
| Brinker Capital Holdings | - | 205 | - | - | - |
| Brinker Capital Holdings | - | 136 | - | - | - |
| Brinker Capital Holdings | - | 261 | - | - | - |
| BRINKER CAPITAL HOLDINGS | - | 136 | - | - | - |
| Brinker Capital Holdings Inc. | - | 205 | - | - | - |
| BRINKER CAPITAL INC. | - | 261 | - | - | - |
| 2006 | 3 | 120 | $5,267,429 | $944,242 | $7,869iApproximate average salary by contribution assumption: employee only about $196,717 at 4% or $131,145 at 6%; with 50% employer match about $131,145 at 4% or $87,430 at 6%; with 100% employer match about $98,359 at 4% or $65,572 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 120 | $5,267,429 | $944,242 | $7,869iApproximate average salary by contribution assumption: employee only about $196,717 at 4% or $131,145 at 6%; with 50% employer match about $131,145 at 4% or $87,430 at 6%; with 100% employer match about $98,359 at 4% or $65,572 at 6%. |
| Brinker Capital Holdings | - | 118 | - | - | - |
| BRINKER CAPITAL HOLDINGS | - | 118 | - | - | - |
| 2005 | 1 | 101 | $3,680,071 | $603,450 | $5,975iApproximate average salary by contribution assumption: employee only about $149,369 at 4% or $99,579 at 6%; with 50% employer match about $99,579 at 4% or $66,386 at 6%; with 100% employer match about $74,684 at 4% or $49,790 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 101 | $3,680,071 | $603,450 | $5,975iApproximate average salary by contribution assumption: employee only about $149,369 at 4% or $99,579 at 6%; with 50% employer match about $99,579 at 4% or $66,386 at 6%; with 100% employer match about $74,684 at 4% or $49,790 at 6%. |
| 2004 | 1 | 82 | $3,187,580 | $849,249 | $10,357iApproximate average salary by contribution assumption: employee only about $258,917 at 4% or $172,612 at 6%; with 50% employer match about $172,612 at 4% or $115,074 at 6%; with 100% employer match about $129,459 at 4% or $86,306 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 82 | $3,187,580 | $849,249 | $10,357iApproximate average salary by contribution assumption: employee only about $258,917 at 4% or $172,612 at 6%; with 50% employer match about $172,612 at 4% or $115,074 at 6%; with 100% employer match about $129,459 at 4% or $86,306 at 6%. |
| 2003 | 1 | 71 | $2,081,791 | $485,963 | $6,845iApproximate average salary by contribution assumption: employee only about $171,114 at 4% or $114,076 at 6%; with 50% employer match about $114,076 at 4% or $76,051 at 6%; with 100% employer match about $85,557 at 4% or $57,038 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 71 | $2,081,791 | $485,963 | $6,845iApproximate average salary by contribution assumption: employee only about $171,114 at 4% or $114,076 at 6%; with 50% employer match about $114,076 at 4% or $76,051 at 6%; with 100% employer match about $85,557 at 4% or $57,038 at 6%. |
| 2002 | 1 | 77 | $1,208,378 | $537,716 | $6,983iApproximate average salary by contribution assumption: employee only about $174,583 at 4% or $116,389 at 6%; with 50% employer match about $116,389 at 4% or $77,592 at 6%; with 100% employer match about $87,292 at 4% or $58,194 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 77 | $1,208,378 | $537,716 | $6,983iApproximate average salary by contribution assumption: employee only about $174,583 at 4% or $116,389 at 6%; with 50% employer match about $116,389 at 4% or $77,592 at 6%; with 100% employer match about $87,292 at 4% or $58,194 at 6%. |
| 2001 | 1 | 77 | $0 | $0 | - |
| Brinker Capital Holdings Inc. 401K Plan | - | 77 | - | - | - |
| 2000 | 1 | 72 | $825,674 | $300,356 | $4,172iApproximate average salary by contribution assumption: employee only about $104,290 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,351 at 6%; with 100% employer match about $52,145 at 4% or $34,763 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 72 | $825,674 | $300,356 | $4,172iApproximate average salary by contribution assumption: employee only about $104,290 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,351 at 6%; with 100% employer match about $52,145 at 4% or $34,763 at 6%. |
| 1999 | 1 | 49 | $664,961 | $214,228 | $4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%. |
| Brinker Capital Holdings Inc. 401K Plan | - | 49 | $664,961 | $214,228 | $4,372iApproximate average salary by contribution assumption: employee only about $109,300 at 4% or $72,867 at 6%; with 50% employer match about $72,867 at 4% or $48,578 at 6%; with 100% employer match about $54,650 at 4% or $36,433 at 6%. |