Plan Snapshot
- Plan Sponsor: Brinker International, INC.
- Sponsor EIN: 752354902
- Sponsor Address: 3000 OLYMPUS BLVD, DALLAS, TX, 75019
- Plan Type: 401(k)
- Total Participants: 50,716
- Total Assets: $494.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50,716 | $494.7M | $14.6M | $30.2M |
| 2023 | 39,821 | $402.7M | $12.8M | $26.1M |
| 2022 | 37,077 | $334.2M | $11.3M | $23.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $571,482 | — | $571,482 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $65,223 | — | $65,223 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $636,705
- Estimated Expense Ratio: 0.129% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $636,704 | $65,223 | $1,800 | — | — |
| 2023 | $497,475 | $35,429 | $600 | — | — |
| 2022 | $470,193 | — | $470,193 | — | — |