Filings through .
Brinker Capital
Matched across 36 name variants in the filings
Brinker Capital summary
Brinker Capital appears on 46 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $18.4B in assets for 72,009 participants. The median client plan holds $25.5M. Most client plans are sponsored in CA, LA and OH. The largest clients by plan assets are The Permanente Medical Group, Inc., Holland & Knight LLP and Foley & Lardner LLP. Plans reported $1.9M in direct and indirect compensation paid to Brinker Capital. The median is $25K per plan.
- Participants
- 72,009
- Median plan assets
- $25.5M
- Median plan participants
- 523
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Permanente Medical Group, Inc. | CA | $11.6B | 30,265 |
| Holland & Knight LLP | FL | $2.3B | 5,401 |
| Foley & Lardner LLP | WI | $1.7B | 3,511 |
| Squire Patton Boggs (US) LLP | OH | $893M | 1,851 |
| Cantor Fitzgerald LP and BGC Group Inc as Co-Sponsors | NY | $518M | 3,960 |
| Holder Construction Group, LLC | GA | $277M | 2,690 |
| Nixon Peabody LLP | NY | $118M | 522 |
| Metrea Management LLC | DC | $65.7M | 1,067 |
| HBH Holdings, Inc. | OH | $63.0M | 703 |
| Ridgecrest Regional Hospital | CA | $60.3M | 1,078 |
| Enerfab, Inc. | OH | $56.7M | 710 |
| Jasco Products Company LLC | OK | $55.2M | 422 |
| Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc. | CO | $53.7M | 2,216 |
| Virginia Womens Center, Inc. | VA | $52.1M | 455 |
| Howardsimon, LLC D/B/a Strongpoint Partners, LLC | IL | $46.8M | 705 |
| Elwyn | PA | $45.4M | 2,181 |
| University Physicians Association Inc | TN | $44.9M | 1,871 |
| Cokinos & Young, a Professional | TX | $41.7M | 198 |
| The Russian School of Mathematics | MA | $41.3M | 1,126 |
| Sante Health System, Inc. | CA | $41.0M | 980 |
| Conti Service, LLC | MI | $34.4M | 776 |
| Employee Liability Management, Inc. | AL | $33.2M | 1,586 |
| Nvi, LLC | LA | $25.5M | 524 |
| Guidesoft, Inc. | IN | $24.1M | 331 |
| Brillant Corners | CA | $22.5M | 782 |
- CAParticipants 30,265
- Holland & Knight LLP$2.3BFLParticipants 5,401
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- OHParticipants 1,851
- NYParticipants 3,960
- GAParticipants 2,690
- Nixon Peabody LLP$118MNYParticipants 522
- Metrea Management LLC$65.7MDCParticipants 1,067
- HBH Holdings, Inc.$63.0MOHParticipants 703
- CAParticipants 1,078
- Enerfab, Inc.$56.7MOHParticipants 710
- OKParticipants 422
- COParticipants 2,216
- VAParticipants 455
- ILParticipants 705
- Elwyn$45.4MPAParticipants 2,181
- TNParticipants 1,871
- TXParticipants 198
- MAParticipants 1,126
- CAParticipants 980
- Conti Service, LLC$34.4MMIParticipants 776
- ALParticipants 1,586
- Nvi, LLC$25.5MLAParticipants 524
- Guidesoft, Inc.$24.1MINParticipants 331
- Brillant Corners$22.5MCAParticipants 782
Top client states
- CA6 plans
- LA5 plans
- OH4 plans
- WI3 plans
- GA2 plans
Frequently asked questions
- Who uses Brinker Capital?
- 46 retirement plans list Brinker Capital as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Permanente Medical Group, Inc., Holland & Knight LLP, Foley & Lardner LLP, Squire Patton Boggs (US) LLP and Cantor Fitzgerald LP and BGC Group Inc as Co-Sponsors. Most client plans are sponsored in CA, LA and OH.
- How many plans does Brinker Capital serve?
- Brinker Capital serves 46 retirement plans with $18.4B in plan assets and 72,009 participants, based on the latest Form 5500 filings through 2024.
- What does Brinker Capital charge?
- Plans reported $1.9M in total Schedule C compensation paid to Brinker Capital. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Brinker Capital as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.