Dimensional Fund Advisors — 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 Fund Advisors is reported as a service provider on 13 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,112,643 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,112,643
- Reported indirect compensation
- $0
- Total reported compensation
- $2,112,643
- Filings
- 13
- Plan sponsors
- 12
- Plans
- 13
- 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 |
|---|---|---|---|
| Microsoft Corporation | WA | 1 | $1,199,469 |
| Pepsico, Inc. | NY | 2 | $269,979 |
| Paccar Inc | WA | 1 | $173,349 |
| Board Of Trustees, United Association Union Local No. | OR | 1 | $160,622 |
| International Brotherhood Of Electrical Workers | DC | 1 | $155,380 |
| Hanford Pension & Savings Plans Committee | WA | 1 | $73,476 |
| Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | NY | 1 | $43,409 |
| Bmo Financial Corp. | IL | 1 | $23,823 |
| Joint Board Of Administration C/O Benesys | MI | 1 | $13,136 |
| Cleveland Hardware & Forging Co | WI | 1 | $0 |
State footprint
Plans reporting Dimensional Fund Advisors are sponsored in WA (3), NY (3), MI (1), MN (1), NJ (1), OR (1), DC (1), WI (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Microsoft Corporation | Microsoft Corporation Savings Plus 401k Plan | 2023 | $1,199,469 | $0 |
| Paccar Inc | Paccar Inc Retirement Plan | 2023 | $173,349 | not reported in the loaded dataset |
| Board Of Trustees, United Association Union Local No. | Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan | 2023 | $160,622 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers | Union Electrical Industry Master Trust | 2023 | $155,380 | $0 |
| Pepsico, Inc. | Pepsico, Inc. Employees Retirement Plan H | 2023 | $140,757 | $0 |
| Pepsico, Inc. | Pepsico Employees Retirement Plan I | 2023 | $129,222 | $0 |
| Hanford Pension & Savings Plans Committee | Hanford Multi-Employer Pension Plan | 2023 | $73,476 | not reported in the loaded dataset |
| Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | Pension Fund Of Local No. One Of I. A. T. S. E. | 2023 | $43,409 | not reported in the loaded dataset |
| Bmo Financial Corp. | Bmo 401(K) Savings Plan | 2023 | $23,823 | not reported in the loaded dataset |
| Joint Board Of Administration C/O Benesys | Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan | 2023 | $13,136 | not reported in the loaded dataset |
| Greater Minnesota Family Services | Greater Minnesota Family Services 403(B) Plan | 2023 | $0 | $0 |
| Cleveland Hardware & Forging Co | Cleveland Hardware And Forging Co. Profit Sharing | 2023 | $0 | $0 |
| Selective Insurance Company Of America | Selective Insurance Retirement Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Microsoft Corporation Savings Plus 401k Plan (plan 001)
- Microsoft Corporation — all reported plans
- Paccar Inc Retirement Plan (plan 001)
- Paccar Inc — all reported plans
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan (plan 001)
- Board Of Trustees, United Association Union Local No. — all reported plans
- Union Electrical Industry Master Trust (plan 004)
- International Brotherhood Of Electrical Workers — all reported plans
- Pepsico, Inc. Employees Retirement Plan H (plan 121)
- Pepsico, Inc. — all reported plans
- Pepsico Employees Retirement Plan I (plan 004)
- Hanford Multi-Employer Pension Plan (plan 003)
- Hanford Pension & Savings Plans Committee — all reported plans
- Pension Fund Of Local No. One Of I. A. T. S. E. (plan 001)
- Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. — all reported plans
- Bmo 401(K) Savings Plan (plan 001)
- Bmo Financial Corp. — all reported plans
- Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan (plan 003)
- Joint Board Of Administration C/O Benesys — all reported plans
- Greater Minnesota Family Services 403(B) Plan (plan 001)
- Greater Minnesota Family Services — all reported plans
- Cleveland Hardware And Forging Co. Profit Sharing (plan 005)
- Cleveland Hardware & Forging Co — all reported plans
- Selective Insurance Retirement Savings Plan (plan 002)
- Selective Insurance Company Of America — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources