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BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Contribution & Employer Match

BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Contribution & Employer Match

BRINKER CAPITAL HOLDINGS, INC. provides the following retirement savings benefits to its employees:

BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN is $7,236.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
463,159.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 7,236.00 in BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

 Pretax and roth employee contributionsEmployee and employer contributions combinedCatch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023$22,500$66,000$7,500
401(k) contribution limit for 2024$23,000$69,000$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Employer match in BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN

An employer match is deemed as ‘free’ money wherein your employer contributes additional funds to your allocated retirement savings plan. The matching amount can frequently be several percentage points of your compensation. Don’t avoid this free salary ‘raise’.

BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN allocates $377,332.00 to match its employees' contributions, providing an employer match rate of 24.36% of their contributions

BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN is approximately $1,763.00
Investing in this additonal $1,763.00 for 20 years would give you extra $112,846.00, assuming a 10% annual return.

BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN Contribution & Match Policy

1. Employee Contribution Rates: Employees can contribute up to 85% of compensation.

2. Employer Match/Contribution Conditions: The employer matches 35% of the employees’ pre-tax and Roth contributions that are not in excess of 100% of compensation. The matching contribution for the period from January 1, 2021 to August 1, 2021 was 50% of the first 6% of employee deferrals.

3. Vesting Schedule/Eligibility: The vesting schedule for employer contributions is as follows: 0% after one year of service, 20% after two years, 50% after three years, and 100% after four years. Employees must complete at least 1,000 hours of service during the Plan year and be employed on the last day of the Plan year to be eligible for a Sponsor discretionary profit-sharing contribution.

4. Roth 401(k) Contribution: The plan allows Roth 401(k) contributions.

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