Dimensional Funds — 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 Funds is reported as a service provider on 62 loaded Form 5500 filing(s) across 62 plan sponsor(s) and 62 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $0
- Total reported compensation
- $0
- Filings
- 62
- Plan sponsors
- 62
- Plans
- 62
- 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 |
|---|---|---|---|
| 3 Phase Elevator Corp. | MA | 1 | $0 |
| Allesco Industries, Inc. | RI | 1 | $0 |
| Morningstar Senior Management, LLC | CO | 1 | $0 |
| Concrete Pump Partners | TN | 1 | $0 |
| Corporate Mailings Inc | NJ | 1 | $0 |
| Post Precision Castings, Inc. | PA | 1 | $0 |
| Lift-All Company Inc | PA | 1 | $0 |
| Apr Supply Company | PA | 1 | $0 |
| Summit On-Site Solutions, LLC | TX | 1 | $0 |
| Chinburg Builders, Inc. 401(K) Profit Sharing And Trust | NH | 1 | $0 |
State footprint
Plans reporting Dimensional Funds are sponsored in TX (9), MD (7), CO (6), CA (6), MA (6), TN (3), PA (3), GA (2), FL (2), AL (2), ID (1), KS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dd Traders, Inc. | Dd Traders, Inc. 401(K) Plan And Trust | 2023 | $0 | $0 |
| American Optometric Association | Aoa 401(K) Plan | 2023 | $0 | $0 |
| Sam Carbis Solutions Group, LLC | Sam Carbis Solutions Group, LLC 401(K) Plan | 2023 | $0 | $0 |
| Corporate Mailings Inc | Corporate Mailings Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Morningstar Senior Management, LLC | Morningstar Senior Living Retirement Plan | 2023 | $0 | $0 |
| Generational Equity LLC | Generational Equity, LLC 401(K) Plan | 2023 | $0 | $0 |
| Sunland Employee Leasing, LLC | Sunland Employee Leasing, LLC 401(K) Plan | 2023 | $0 | $0 |
| The Terminal Corporation | The Terminal Corporation Profit Sharing 401(K) And Trust | 2023 | $0 | $0 |
| Summit On-Site Solutions, LLC | Summit On-Site Solutions 401(K) Plan | 2023 | $0 | $0 |
| Tangent Technologies, LLC | Tangent Technologies, LLC 401(K) | 2023 | $0 | $0 |
| Culture Amp, Inc. | Culture Amp, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Chinburg Builders, Inc. 401(K) Profit Sharing And Trust | Chinburg Builders, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Monin, Inc. | Monin, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Crayon Inc. | Crayon 401(K) Plan | 2023 | $0 | $0 |
| Academy Parent, LLC | The Academy 401(K) Retirement Plan | 2023 | $0 | $0 |
| Wolfe Plumbing, Inc. | Wolfe Companies 401(K) Savings Plan | 2023 | $0 | $0 |
| The Miller-Clapperton Partnership, Inc. | The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Sfb Buck, LLC | Buck Distributing 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Orchard Therapeutics North America | Orchard Therapeutics 401(K) Plan | 2023 | $0 | $0 |
| Allesco Industries, Inc. | Allesco Industries, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Tri-Gas & Oil Co. Inc. | Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $0 |
| Service Lighting And Electrical Supplies, Inc. Dba 1000 Bulbs.Com | Service Lighting And Electrical Supplies, Inc. Retirement Plan | 2023 | $0 | $0 |
| 3 Phase Elevator Corp. | 3 Phase Elevator 401(K) Plan | 2023 | $0 | $0 |
| Bridgeview Eye Partners | Bridgeview Eye Partners Retirement Savings Plan | 2023 | $0 | $0 |
| Post Precision Castings, Inc. | Post Precision Castings, Inc. Production And Maintenance Employees' Pension Plan | 2023 | $0 | $0 |
| Pha America Inc | Pha America, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Tradition Management, LLC | Tsl 401(K) Plan | 2023 | $0 | $0 |
| Blackhawk Country Club | Blackhawk Country Club Employee Savings Plan | 2023 | $0 | $0 |
| Night Shift Brewing | Night Shift Brewing 401(K) P/S Plan | 2023 | $0 | $0 |
| Concrete Pump Partners | Concrete Pump Partners 401(K) Plan | 2023 | $0 | $0 |
| Francesca'S Acquisition, LLC | Francesca'S Acquisition 401(K) Plan | 2023 | $0 | $0 |
| Healthmap Solutions, Inc. | Healthmap Solutions, Inc. 401(K) Plan | 2023 | $0 | $0 |
| In-Situ Inc | In-Situ Inc 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Perc Engineering, LLC | Perc Engineering, L.L.C. 401(K) Plan | 2023 | $0 | $0 |
| Liberty Lift Solutions LLC | Liberty Lift Solutions, LLC 401(K) Plan | 2023 | $0 | $0 |
| Imperfect Foods, Inc | Imperfect Foods 401(K) Plan | 2023 | $0 | $0 |
| High Country Beverage Corporation | High Country Beverage Corporation 401(K) Plan | 2023 | $0 | $0 |
| Bridgeway Benefit Technologies, LLC | Bridgeway Benefit Technologies, LLC 401(K) Retirement Savings Plan | 2023 | $0 | $0 |
| Mast Trucking, Inc. Retirement Plan | Mast Trucking, Inc. Retirement Plan | 2023 | $0 | $0 |
| Act For Health Dba Professional Case Management | Professional Case Management 401(K) Plan | 2023 | $0 | $0 |
| The Cedars Of Chapel Hill Club Inc. | The Cedars Of Chapel Hill Club Inc. Employees 401k Plan | 2023 | $0 | $0 |
| Apr Supply Company | Apr Supply Co. 401(K) Plan | 2023 | $0 | $0 |
| Lift-All Company Inc | Lift-All Company, Inc. Profit Sharing Plan | 2023 | $0 | $0 |
| The Hideaway Club Staffing, LLC | The Hideaway Club 401(K) Plan | 2023 | $0 | $0 |
| Handstands Promo, LLC | Handstands Promo Retirement Plan | 2023 | $0 | $0 |
| Visionist, Inc | Visionist, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Magic Memories Usa LLC | Magic Memories Employee Retirement Plan | 2023 | $0 | $0 |
| Epsilyte Holdings, LLC | Epsilyte Holdings LLC 401(K) Plan | 2023 | $0 | $0 |
| Winklevoss Consultants, Inc. | Winklevoss Consultants, Inc. Savings & Retirement Plan | 2023 | $0 | $0 |
| Chags Health Information Technology, LLC | C-Hit 401(K) | 2023 | $0 | $0 |
Related Form 5500 pages
- Dd Traders, Inc. 401(K) Plan And Trust (plan 001)
- Dd Traders, Inc. — all reported plans
- Aoa 401(K) Plan (plan 002)
- American Optometric Association — all reported plans
- Sam Carbis Solutions Group, LLC 401(K) Plan (plan 001)
- Sam Carbis Solutions Group, LLC — all reported plans
- Corporate Mailings Inc. 401(K) Profit Sharing Plan (plan 001)
- Corporate Mailings Inc — all reported plans
- Morningstar Senior Living Retirement Plan (plan 001)
- Morningstar Senior Management, LLC — all reported plans
- Generational Equity, LLC 401(K) Plan (plan 001)
- Generational Equity LLC — all reported plans
- Sunland Employee Leasing, LLC 401(K) Plan (plan 001)
- Sunland Employee Leasing, LLC — all reported plans
- The Terminal Corporation Profit Sharing 401(K) And Trust (plan 001)
- The Terminal Corporation — all reported plans
- Summit On-Site Solutions 401(K) Plan (plan 001)
- Summit On-Site Solutions, LLC — all reported plans
- Tangent Technologies, LLC 401(K) (plan 001)
- Tangent Technologies, LLC — all reported plans
- Culture Amp, Inc. 401(K) Plan (plan 001)
- Culture Amp, Inc. — all reported plans
- Chinburg Builders, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Chinburg Builders, Inc. 401(K) Profit Sharing And Trust — all reported plans
- Monin, Inc. 401(K) Profit Sharing Plan (plan 001)
- Monin, Inc. — all reported plans
- Crayon 401(K) Plan (plan 001)
- Crayon Inc. — all reported plans
- The Academy 401(K) Retirement Plan (plan 001)
- Academy Parent, LLC — all reported plans
- Wolfe Companies 401(K) Savings Plan (plan 001)
- Wolfe Plumbing, Inc. — all reported plans
- The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan (plan 001)
- The Miller-Clapperton Partnership, Inc. — all reported plans
- Buck Distributing 401(K) Profit Sharing Plan (plan 003)
- Sfb Buck, LLC — all reported plans
- Orchard Therapeutics 401(K) Plan (plan 001)
- Orchard Therapeutics North America — all reported plans
- Allesco Industries, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Allesco Industries, Inc. — all reported plans
- Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Tri-Gas & Oil Co. Inc. — all reported plans
- Service Lighting And Electrical Supplies, Inc. Retirement Plan (plan 001)
- Service Lighting And Electrical Supplies, Inc. Dba 1000 Bulbs.Com — all reported plans
- 3 Phase Elevator 401(K) Plan (plan 001)
- 3 Phase Elevator Corp. — all reported plans
- Bridgeview Eye Partners Retirement Savings Plan (plan 001)
- Bridgeview Eye Partners — all reported plans
- Post Precision Castings, Inc. Production And Maintenance Employees' Pension Plan (plan 001)
- Post Precision Castings, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources