Plan Snapshot
- Plan Sponsor: Dfa Group Trust
- Sponsor EIN: 236819730
- Sponsor Address: 6300 BEE CAVE ROAD, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $895.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $895.5M | $0 | $0 |
| 2023 | 0 | $899.5M | $0 | $0 |
| 2022 | 0 | $1.3B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | $76,631 | — | $76,631 |
| STATE STREET BANK | Custodian / Trustee | $45,373 | — | $45,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,004
- Estimated Expense Ratio: 0.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $137,575 | — | — | $76,631 | — |
| 2023 | $120,648 | — | — | $58,602 | — |
| 2022 | $102,116 | $5,847 | — | — | $61,795 |