Brinker Capital Investments — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brinker Capital Investments is reported as a service provider on 27 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,078,204 and reported indirect compensation totals $108,332.
Reported compensation summary
- Reported direct compensation
- $1,078,204
- Reported indirect compensation
- $108,332
- Total reported compensation
- $1,186,536
- Filings
- 27
- Plan sponsors
- 27
- Plans
- 27
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Massachusetts Institute Of Technology | MA | 1 | $282,825 |
| Ridgecrest Regional Hospital | CA | 1 | $156,589 |
| Golden Gate Regional Center | CA | 1 | $154,939 |
| Holder Construction Group, LLC | GA | 1 | $109,018 |
| Fieldturf Usa | GA | 1 | $84,436 |
| Eah, Inc. | CA | 1 | $75,465 |
| Nvi, LLC | LA | 1 | $59,625 |
| Cub Crafters Inc | WA | 1 | $37,222 |
| Otterstedt Insurance Agency, Inc. | NJ | 1 | $35,800 |
| Jasco Products Company LLC | OK | 1 | $28,194 |
State footprint
Plans reporting Brinker Capital Investments are sponsored in CA (5), LA (5), GA (2), VA (2), WA (2), AK (1), OH (1), OK (1), PA (1), SD (1), TN (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Massachusetts Institute Of Technology | Massachusetts Institute Of Technology Basic Retirement Plan | 2023 | $282,825 | $0 |
| Ridgecrest Regional Hospital | Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan | 2023 | $52,446 | $104,143 |
| Golden Gate Regional Center | Golden Gate Regional Center 403(B) Plan | 2023 | $154,939 | not reported in the loaded dataset |
| Holder Construction Group, LLC | Holder Construction Group, LLC Profit Sharing And 401(K) Plan | 2023 | $109,018 | not reported in the loaded dataset |
| Fieldturf Usa | Fieldturf Usa 401(K) Plan | 2023 | $84,436 | $0 |
| Eah, Inc. | Eah, Inc. Retirement Plan | 2023 | $75,465 | not reported in the loaded dataset |
| Nvi, LLC | Nvi LLC 401(K) Profit Sharing Plan & Trust | 2023 | $59,625 | not reported in the loaded dataset |
| Cub Crafters Inc | Cub Crafters, Inc. Profit Sharing Plan | 2023 | $37,222 | not reported in the loaded dataset |
| Otterstedt Insurance Agency, Inc. | Otterstedt Agency 401(K) Plan | 2023 | $35,800 | $0 |
| Jasco Products Company LLC | Jasco Products Company LLC 401(K) Profit Sharing Plan | 2023 | $28,194 | not reported in the loaded dataset |
| Brillant Corners | Brilliant Corners Retirement Plan | 2023 | $27,671 | not reported in the loaded dataset |
| Linear Controls, Inc. | Linear Controls, Inc. 401(K) Plan | 2023 | $25,749 | not reported in the loaded dataset |
| Nycom, Inc. | Nycom, Inc 401(K) Profit Sharing Plan | 2023 | $25,576 | not reported in the loaded dataset |
| Squire Patton Boggs (Us) Llp | Squire Patton Boggs Retirement Savings Plan | 2023 | $15,981 | not reported in the loaded dataset |
| University Physicians Association Inc | Upa 401(K) Savings Plan | 2023 | $8,378 | $4,189 |
| Conti Service, LLC | Conti Service, LLC Mep 401(K) Plan | 2023 | $10,825 | not reported in the loaded dataset |
| Sante Health Systems, Inc. | Sante Health System Retirement Plan | 2023 | $8,471 | not reported in the loaded dataset |
| Virginia Womens Center, Inc. | Virginia Women'S Center, Inc. 401(K) Plan | 2023 | $7,545 | not reported in the loaded dataset |
| Spoonbill Ventures, LLC | Food-N-Fun, Inc. 401(K) Plan | 2023 | $6,788 | not reported in the loaded dataset |
| Trailboss Enterprises | Trailboss Enterprises, Inc. 401(K) Plan | 2023 | $6,038 | not reported in the loaded dataset |
| Overbrook Friedlander Programs | Overbrook Friedlander Programs 403(B) Retirement Plan | 2023 | $4,341 | not reported in the loaded dataset |
| Commonwealth Holdings, Inc. | Commonwealth Holdings, Inc. 401(K) Plan | 2023 | $4,304 | $0 |
| O Bee Credit Union | O Bee Credit Union 401(K) Plan | 2023 | $2,551 | $0 |
| Retif Oil & Fuel, LLC | Retif Oil & Fuel L.L.C. 401(K) Profit Sharing Plan | 2023 | $1,569 | not reported in the loaded dataset |
| Buffalo Ridge Concrete, Inc. | Buffalo Ridge Concrete, Inc. 401(K) Plan And Trust | 2023 | $1,370 | $0 |
| Terminix Service Company Inc | Terminix Service Company Inc Employee Savings & Security Plan | 2023 | $1,077 | not reported in the loaded dataset |
| Facilities Management Services | Facilities Management Services 401(K) Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Massachusetts Institute Of Technology Basic Retirement Plan (plan 002)
- Massachusetts Institute Of Technology — all reported plans
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (plan 001)
- Ridgecrest Regional Hospital — all reported plans
- Golden Gate Regional Center 403(B) Plan (plan 003)
- Golden Gate Regional Center — all reported plans
- Holder Construction Group, LLC Profit Sharing And 401(K) Plan (plan 001)
- Holder Construction Group, LLC — all reported plans
- Fieldturf Usa 401(K) Plan (plan 001)
- Fieldturf Usa — all reported plans
- Eah, Inc. Retirement Plan (plan 001)
- Eah, Inc. — all reported plans
- Nvi LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Nvi, LLC — all reported plans
- Cub Crafters, Inc. Profit Sharing Plan (plan 001)
- Cub Crafters Inc — all reported plans
- Otterstedt Agency 401(K) Plan (plan 001)
- Otterstedt Insurance Agency, Inc. — all reported plans
- Jasco Products Company LLC 401(K) Profit Sharing Plan (plan 001)
- Jasco Products Company LLC — all reported plans
- Brilliant Corners Retirement Plan (plan 001)
- Brillant Corners — all reported plans
- Linear Controls, Inc. 401(K) Plan (plan 001)
- Linear Controls, Inc. — all reported plans
- Nycom, Inc 401(K) Profit Sharing Plan (plan 001)
- Nycom, Inc. — all reported plans
- Squire Patton Boggs Retirement Savings Plan (plan 005)
- Squire Patton Boggs (Us) Llp — all reported plans
- Upa 401(K) Savings Plan (plan 001)
- University Physicians Association Inc — all reported plans
- Conti Service, LLC Mep 401(K) Plan (plan 005)
- Conti Service, LLC — all reported plans
- Sante Health System Retirement Plan (plan 001)
- Sante Health Systems, Inc. — all reported plans
- Virginia Women'S Center, Inc. 401(K) Plan (plan 001)
- Virginia Womens Center, Inc. — all reported plans
- Food-N-Fun, Inc. 401(K) Plan (plan 001)
- Spoonbill Ventures, LLC — all reported plans
- Trailboss Enterprises, Inc. 401(K) Plan (plan 001)
- Trailboss Enterprises — all reported plans
- Overbrook Friedlander Programs 403(B) Retirement Plan (plan 001)
- Overbrook Friedlander Programs — all reported plans
- Commonwealth Holdings, Inc. 401(K) Plan (plan 001)
- Commonwealth Holdings, Inc. — all reported plans
- O Bee Credit Union 401(K) Plan (plan 002)
- O Bee Credit Union — all reported plans
- Retif Oil & Fuel L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Retif Oil & Fuel, LLC — all reported plans
- Buffalo Ridge Concrete, Inc. 401(K) Plan And Trust (plan 001)
- Buffalo Ridge Concrete, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources