Search public Form 5500 filings

17 results

Companies

planDfa Group Trust The Small Cap SubtrustFinancial statementProvider compensation2023 filing
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 001Participants: not reported in the loaded datasetAssets: $899,545,960Location: Austin, TXLatest: 2023
planDfa Group Trust The Small Cap Value SubtrustFinancial statementProvider compensation2023 filing
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 005Participants: not reported in the loaded datasetAssets: $657,506,053Location: Austin, TXLatest: 2023
planDfa Group Trust The Micro Cap SubtrustFinancial statementProvider compensation2023 filing
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 004Participants: not reported in the loaded datasetAssets: $132,724,422Location: Austin, TXLatest: 2023
planDfa Group Trust The Large Cap Value SubtrustFinancial statementProvider compensation2023 filing
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 006Participants: not reported in the loaded datasetAssets: $59,140,691Location: Austin, TXLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Dfa Group Trust The Small Cap Subtrust
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 001Ack ID: 20240812173502NAL0005600259001
filing2023 Form 5500 — Dfa Group Trust The Micro Cap Subtrust
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 004Ack ID: 20240812173116NAL0016589088001
filing2023 Form 5500 — Dfa Group Trust The Small Cap Value Subtrust
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 005Ack ID: 20240812173729NAL0016907184001
filing2023 Form 5500 — Dfa Group Trust The Large Cap Value Subtrust
Sponsor: Dfa Group TrustEIN: 23-6819730Plan: 006Ack ID: 20240812172933NAL0009615265001