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Original filing (PDF)20250523120438NAL0002723235001
BRINKER INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
BRINKER INTERNATIONAL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
50,716
Accounts w/ balance
8,852
Plan assets (EOY)
$494.7M
Net assets (EOY)
$494.7M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRINKER INTERNATIONAL, INC..
Plan sponsor
Name
BRINKER INTERNATIONAL, INC.
EIN
75-2354902
Address
3000 OLYMPUS BLVD · DALLAS, TX · 75019
Phone
(972) 980-9917
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $571K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
Investments
23 direct securities· $493.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 2,161,362 shares | — | — | $2.2M | $67.2M | 13.6% | |
| Brinker Common Stock Fund 340,231 shares | — | — | $340K | $45.1M | 9.1% | |
| Fidelity 500 Index Fund 216,766 shares | — | — | $217K | $44.3M | 8.9% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 1,893,293 shares | — | — | $1.9M | $38.9M | 7.9% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 1,832,407 shares | — | — | $1.8M | $34.9M | 7.1% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 1,559,646 shares | — | — | $1.6M | $33.1M | 6.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 1,438,319 shares | — | — | $1.4M | $30.1M | 6.1% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 839,714 shares | — | — | $840K | $22.2M | 4.5% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 1,265,507 shares | — | — | $1.3M | $21.9M | 4.4% | |
| Neuberger Berman Genesis Fund Class R6 330,860 shares | — | — | $331K | $21.6M | 4.4% | |
| Fidelity Investments Money Market Government Portfolio-Class I 15,264,277 shares | — | — | $15.3M | $15.3M | 3.1% | |
| American Beacon Large Cap Value Fund R5 Class 575,070 shares | — | — | $575K | $15.1M | 3.1% | |
| Participant Loans 2025 through 2039 $— | — | — | — | $14.9M | 3.0% | |
| Fidelity Small Cap Growth K6 Fund 815,518 shares | — | — | $816K | $14.5M | 2.9% | |
| American Funds EuroPacific Growth Fund Class R-6 265,091 shares | — | — | $265K | $14.2M | 2.9% | |
| PIMCO Total Return Fund Institutional Class 1,675,713 shares | — | — | $1.7M | $14.2M | 2.9% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 791,248 shares | — | — | $791K | $14.2M | 2.9% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 843,973 shares | — | — | $844K | $12.8M | 2.6% | |
| Fidelity Extended Market Index Fund 67,635 shares | — | — | $68K | $6.1M | 1.2% | |
| Fidelity Total International Index Fund 387,488 shares | — | — | $387K | $5.2M | 1.1% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 260,287 shares | — | — | $260K | $3.2M | 0.6% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 180,598 shares | — | — | $181K | $2.4M | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares 94,538 shares | — | — | $95K | $2.1M | 0.4% |
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