Plans listing this provider
72
0.13% of the 56,420 plans with Schedule H financials; 63 in 2023
Providers › Dimensional Funds
Dimensional Funds
- Service provider, as named on Schedule C
- EIN 954470812
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$1,042,136,069
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 72 |
| 28 | Investment management | 71 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bridgeway Benefit Technologies, LLC 401(k) Retirement Savings Plan | Basys | $77,855,456 | 449 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Visionist, Inc. 401(k) Plan | Visionist | $50,089,446 | 194 | $0 |
| Generational Equity, LLC 401(k) Plan | Generational Equity | $32,563,014 | 269 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Aero Centers 401(k) Profit Sharing Plan | SAR Trilogy | $31,575,939 | 188 | $0 |
| Perc Engineering, LLC 401(k) Plan | Perc Engineering | $30,383,326 | 166 | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US | $29,932,244 | 1,018 | $0 |
| Monin, Inc. 401(k) Profit Sharing Plan | Monin | $29,783,101 | 451 | $0 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties | $27,019,002 | 600 | $0 |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan | Polymer Technology Systems | $25,668,806 | 209 | $0 |
| Lift-all Company, Inc. Profit Sharing Plan | Lift-all | $25,511,027 | 260 | $0 |
| Bridgeview Eye Partners Retirement Savings Plan | Bridgeview Eye Partners | $24,281,896 | 988 | $0 |
| Winklevoss Consultants, Inc. Savings & Retirement Plan | Winklevoss Consultants | $23,182,290 | 91 | $0 |
| Liberty Lift Solutions, LLC 401(k) Plan | Liberty Lift Solutions | $22,730,718 | 560 | $0 |
| Lightcast 401(k) Plan | Economic Modeling | $21,769,009 | 482 | $0 |
| In-situ, Inc. 401(k) Profit Sharing Plan | In-situ | $20,193,728 | 244 | $0 |
| DD Traders, Inc. 401(k) Plan and Trust | DD Traders | $20,021,181 | 188 | $0 |
| AOA 401(k) Plan | American Optometric Association | $16,638,219 | 114 | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions | $16,095,920 | 546 | $0 |
| Culture AMP, Inc. 401(k) Plan | Culture Amp | $15,392,837 | 411 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
| Buck Distributing 401(k) Profit Sharing Plan | SFB Buck | $15,060,795 | 109 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.