Dimensional Fund Advisors Lp — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dimensional Fund Advisors Lp is reported as a service provider on 34 loaded Form 5500 filing(s) across 31 plan sponsor(s) and 34 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,991,229 and reported indirect compensation totals $6,657.
Reported compensation summary
- Reported direct compensation
- $1,991,229
- Reported indirect compensation
- $6,657
- Total reported compensation
- $1,997,886
- Filings
- 34
- Plan sponsors
- 31
- Plans
- 34
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Citigroup Inc. | CT | 1 | $535,418 |
| Merck & Co., Inc. | NJ | 1 | $458,374 |
| Board Of Trustees, Southern Nevada Culinary And | NV | 1 | $170,541 |
| Bank Of America Corporation | RI | 1 | $161,808 |
| Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund | NY | 1 | $120,451 |
| At&T Inc. | TX | 2 | $117,000 |
| Bd Of Trustees-Legacy Plan Of The National Retirement Fund | NY | 1 | $97,646 |
| Regions Financial Corporation | AL | 2 | $89,086 |
| Centerpoint Energy, Inc. | TX | 1 | $82,000 |
| Umwa 1974 Pension Trust Board Of Trustees | DC | 1 | $63,550 |
State footprint
Plans reporting Dimensional Fund Advisors Lp are sponsored in PA (11), NY (5), TX (3), IN (3), AL (2), MA (2), UT (2), NV (1), MI (1), DC (1), RI (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $535,418 | not reported in the loaded dataset |
| Merck & Co., Inc. | Merck & Co., Inc. Master Retirement Trust | 2023 | $458,374 | $0 |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $170,541 | $0 |
| Bank Of America Corporation | The Bank Of America Pension Plan | 2023 | $161,808 | not reported in the loaded dataset |
| Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund | Division 1181 Atu- Ny Employees Pension Fund And Plan | 2023 | $120,451 | not reported in the loaded dataset |
| Bd Of Trustees-Legacy Plan Of The National Retirement Fund | Legacy Plan Of The National Retirement Fund | 2023 | $97,646 | not reported in the loaded dataset |
| Centerpoint Energy, Inc. | Centerpoint Energy Retirement Plan | 2023 | $82,000 | not reported in the loaded dataset |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $63,550 | not reported in the loaded dataset |
| At&T Inc. | At&T Savings Group Investment Trust | 2023 | $59,000 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $58,000 | $0 |
| Regions Financial Corporation | Regions Financial Corporation Retirement Plan | 2023 | $44,782 | not reported in the loaded dataset |
| Regions Financial Corporation | Regions Financial Corporation Retirement Plan For Associates | 2023 | $44,304 | not reported in the loaded dataset |
| Meijer, Inc. | Meijer Pension Master Trust | 2023 | $26,439 | not reported in the loaded dataset |
| Revlon Consumer Products LLC | Revlon Employees' Retirement Plan | 2023 | $23,621 | not reported in the loaded dataset |
| Revlon Consumer Products LLC | Macandrews & Forbes Incorporated Master Trust | 2023 | $22,834 | not reported in the loaded dataset |
| Indiana Gas Company, Inc. | Indiana Gas Company, Inc. Bargaining Unit Retirement Plan | 2023 | $7,000 | not reported in the loaded dataset |
| Bear River Mutual Insurance Company | Bear River Mutual Insurance Company Defined Benefit Plan | 2023 | $0 | $6,657 |
| Revlon Consumer Products LLC | The Revlon-Uaw Pension Plan | 2023 | $5,461 | not reported in the loaded dataset |
| Vectren Corporation | Vectren Corporation Combined Non-Bargaining Retirement Plan | 2023 | $5,000 | not reported in the loaded dataset |
| Southern Indiana Gas & Electric Company | Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric Company | 2023 | $5,000 | not reported in the loaded dataset |
| Capital Blue Cross | Capital Blue Cross Employee Savings Plan | 2023 | $0 | $0 |
| C. S. Davidson, Inc. | C. S. Davidson, Inc. Employee Stock Ownership Plan | 2023 | $0 | $0 |
| Alternative Rehabilitation Communities, Inc. | A.R.C., Inc. Defined Contribution Retirement Plan | 2023 | $0 | $0 |
| Snow Shoe Refractories | Snow Shoe Refractories, LLC Pension Plan For Hourly Employees | 2023 | $0 | $0 |
| Eurofins Nsc Us, Inc. | Eurofins Scientific, Inc. 401(K) Incentive Savings Plan | 2023 | $0 | $0 |
| J.W. Pepper & Son, Inc. | J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan | 2023 | $0 | $0 |
| Columbia Reduction Company | Colonial Metals Company Retirement Income Plan | 2023 | $0 | $0 |
| Painters Annuity Council No. 35 Annuity Fund | Painters And Allied Trades District Council No.35 Annuity Fund | 2023 | $0 | $0 |
| Bd Of Trustees Pdc Pension Fund | Painters And Allied Trades District Council No. 35 Pension Fund | 2023 | $0 | $0 |
| Stewart & Tate, Inc. | Stewart & Tate Employees Profit Sharing Plan | 2023 | $0 | $0 |
| York Building Products Co., Inc. | York Building Products Co. Inc. Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Intermountain Health Care, Inc. | Intermountain Healthcare Pension Plan | 2023 | $0 | $0 |
| Barley Snyder Llp | Barley Snyder Profit Sharing Plan | 2023 | $0 | $0 |
| Hospital Central Services Cooperative, Inc. | Hospital Central Services Cooperative, Inc. Pension Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- The Citigroup Pension Plan (plan 020)
- Citigroup Inc. — all reported plans
- Merck & Co., Inc. Master Retirement Trust (plan 001)
- Merck & Co., Inc. — all reported plans
- Southern Nevada Culinary And Bartenders Pension Plan (plan 001)
- Board Of Trustees, Southern Nevada Culinary And — all reported plans
- The Bank Of America Pension Plan (plan 001)
- Bank Of America Corporation — all reported plans
- Division 1181 Atu- Ny Employees Pension Fund And Plan (plan 001)
- Board Of Trustees Of Division 1181 Atu- Ny Employees Pension Fund — all reported plans
- Legacy Plan Of The National Retirement Fund (plan 001)
- Bd Of Trustees-Legacy Plan Of The National Retirement Fund — all reported plans
- Centerpoint Energy Retirement Plan (plan 001)
- Centerpoint Energy, Inc. — all reported plans
- United Mine Workers Of America 1974 Pension Plan (plan 002)
- Umwa 1974 Pension Trust Board Of Trustees — all reported plans
- At&T Savings Group Investment Trust (plan 021)
- At&T Inc. — all reported plans
- Sbc Master Pension Trust (plan 020)
- Regions Financial Corporation Retirement Plan (plan 001)
- Regions Financial Corporation — all reported plans
- Regions Financial Corporation Retirement Plan For Associates (plan 013)
- Meijer Pension Master Trust (plan 213)
- Meijer, Inc. — all reported plans
- Revlon Employees' Retirement Plan (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Macandrews & Forbes Incorporated Master Trust (plan 001)
- Revlon Consumer Products LLC — all reported plans
- Indiana Gas Company, Inc. Bargaining Unit Retirement Plan (plan 002)
- Indiana Gas Company, Inc. — all reported plans
- Bear River Mutual Insurance Company Defined Benefit Plan (plan 001)
- Bear River Mutual Insurance Company — all reported plans
- The Revlon-Uaw Pension Plan (plan 065)
- Vectren Corporation Combined Non-Bargaining Retirement Plan (plan 001)
- Vectren Corporation — all reported plans
- Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric Company (plan 002)
- Southern Indiana Gas & Electric Company — all reported plans
- Capital Blue Cross Employee Savings Plan (plan 002)
- Capital Blue Cross — all reported plans
- C. S. Davidson, Inc. Employee Stock Ownership Plan (plan 002)
- C. S. Davidson, Inc. — all reported plans
- A.R.C., Inc. Defined Contribution Retirement Plan (plan 002)
- Alternative Rehabilitation Communities, Inc. — all reported plans
- Snow Shoe Refractories, LLC Pension Plan For Hourly Employees (plan 002)
- Snow Shoe Refractories — all reported plans
- Eurofins Scientific, Inc. 401(K) Incentive Savings Plan (plan 002)
- Eurofins Nsc Us, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources