Oakmark 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, Oakmark Funds is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 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
- 4
- Plan sponsors
- 3
- Plans
- 4
- 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 |
|---|---|---|---|
| G3 Technologies Inc | MD | 1 | $0 |
| Monin, Inc. | FL | 1 | $0 |
| Guadalupe Valley Telephone Cooperative, Inc. | TX | 2 | $0 |
State footprint
Plans reporting Oakmark Funds are sponsored in TX (2), FL (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Monin, Inc. | Monin, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Guadalupe Valley Telephone Cooperative, Inc. | Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan | 2023 | $0 | $0 |
| Guadalupe Valley Telephone Cooperative, Inc. | Guadalupe Valley Telephone Cooperative, Inc. Retirement And Security Program | 2023 | $0 | $0 |
| G3 Technologies Inc | G3 Technologies Inc 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Monin, Inc. 401(K) Profit Sharing Plan (plan 001)
- Monin, Inc. — all reported plans
- Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan (plan 505)
- Guadalupe Valley Telephone Cooperative, Inc. — all reported plans
- Guadalupe Valley Telephone Cooperative, Inc. Retirement And Security Program (plan 001)
- G3 Technologies Inc 401(K) Plan (plan 001)
- G3 Technologies Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources