Dodge & Cox 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, Dodge & Cox Funds is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $801,393 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $801,393
- Reported indirect compensation
- $0
- Total reported compensation
- $801,393
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Truist Financial Corporation | NC | 1 | $801,393 |
| Perc Engineering, LLC | TX | 1 | $0 |
| Imperfect Foods, Inc | CA | 1 | $0 |
| Stewart'S Sleep Center, Inc | FL | 1 | $0 |
| Monin, Inc. | FL | 1 | $0 |
State footprint
Plans reporting Dodge & Cox Funds are sponsored in FL (2), CA (1), NC (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Truist Financial Corporation | Truist Financial Corporation Pension Plan | 2023 | $801,393 | not reported in the loaded dataset |
| Monin, Inc. | Monin, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Stewart'S Sleep Center, Inc | Matter Brothers Furniture 401(K) Plan | 2023 | $0 | $0 |
| Perc Engineering, LLC | Perc Engineering, L.L.C. 401(K) Plan | 2023 | $0 | $0 |
| Imperfect Foods, Inc | Imperfect Foods 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Truist Financial Corporation Pension Plan (plan 001)
- Truist Financial Corporation — all reported plans
- Monin, Inc. 401(K) Profit Sharing Plan (plan 001)
- Monin, Inc. — all reported plans
- Matter Brothers Furniture 401(K) Plan (plan 001)
- Stewart'S Sleep Center, Inc — all reported plans
- Perc Engineering, L.L.C. 401(K) Plan (plan 001)
- Perc Engineering, LLC — all reported plans
- Imperfect Foods 401(K) Plan (plan 001)
- Imperfect Foods, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources