Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRINKER FINANCIAL, INC.
EIN 47-2830477financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
5
2727 WEST CHESTER PIKE - BROOMALL, PA 19008610-446-3520brinkerfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BRINKER FINANCIAL, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BRINKER FINANCIAL, INC. 401(K) PLAN
401k
Assets$318K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BRINKER FINANCIAL, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 2 | 2025 | |
| 004 | BRINKER FINANCIAL, INC. 401(K) PLAN | 401k | $318K | 3 | 2025 |
Retirement plans