Plans listing this provider
62
0.11% of the 56,420 plans with Schedule H financials; 55 in 2023
Providers › Dodge & Cox
Dodge & Cox
- Service provider, as named on Schedule C
- EIN 941441976
- Plan year 2024
- Direct compensation reported $4,653,745
Assets of those plans
$113,582,591,736
1.46% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,653,745
10% 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 |
|---|---|---|
| 28 | Investment management | 54 |
| 59 | Shareholder servicing fees | 49 |
| 52 | Investment management fees paid indirectly by plan | 16 |
| 50 | Direct payment from the plan | 11 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 25 | Trustee (directed) | 7 |
| 37 | Participant loan processing | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $778,449 |
| CVS Health Future Fund 401(k) Plan | CVS Health | $30,087,909,242 | 230,636 | $1,044,333 |
| GSK 401(k) Plan | Smithkline Beecham | $8,791,991,025 | 21,718 | $2,235,361 |
| Nordstrom 401k Plan | Nordstrom | $4,295,087,364 | 102,382 | $215,319 |
| Discover Financial Services 401k Plan | Discover Financial Services | $3,212,387,200 | 26,671 | $637 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401k Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $379,646 |
| CSX Corporation 401(k) Plan | CSX | $1,540,902,143 | 5,519 | $0 |
| CSX Corporation Capital Builder Plan | CSX | $1,536,701,769 | 15,201 | $0 |
| Lummus Technology Savings Plan | Lummus Technology | $112,693,276 | 608 | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| Marathon Health, LLC. 401(k) Planrecordkeeper | Marathon Health | $81,089,052 | 1,795 | $0 |
| Omitron Inc 401(k) Profit Sharing Plan | Omitron | $67,143,221 | 358 | $0 |
| Visionist, Inc. 401(k) Plan | Visionist | $50,089,446 | 194 | $0 |
| Apogee Engineering 401 (k) Planrecordkeeper | Apogee Engineering | $49,263,400 | 822 | $0 |
| Escalade Sports 401(k) Plan | Indian Industries | $37,295,132 | 414 | $0 |
| Applied Control Engineering Inc. 401(k) Retirement Plan | Applied Control Engineering | $35,374,688 | 216 | $0 |
| Hannon Armstrong Capital LLC 401k Planrecordkeeper | Hannon Armstrong Capital | $34,528,345 | 213 | $0 |
| Aero Centers 401(k) Profit Sharing Plan | SAR Trilogy | $31,575,939 | 188 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| Perc Engineering, LLC 401(k) Plan | Perc Engineering | $30,383,326 | 166 | $0 |
| Monin, Inc. 401(k) Profit Sharing Plan | Monin | $29,783,101 | 451 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| E.R. Jahna Industries, Inc. 401(k) Plan | E.R. Jahna Industries | $26,734,655 | 155 | $0 |
| AER Lingus 401(k) Plan | AER Lingus | $25,576,236 | 99 | $0 |
| Lift-all Company, Inc. Profit Sharing Plan | Lift-all | $25,511,027 | 260 | $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.