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: 005
- Total Participants: 0
- Total Assets: $657.7M
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 | $657.7M | $0 | $0 |
| 2023 | 0 | $657.5M | $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 | $37,186 | — | $37,186 |
| STATE STREET BANK | Custodian / Trustee | $29,899 | — | $29,899 |
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: $67,085
- Estimated Expense Ratio: 0.010% 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 | $79,463 | — | — | $37,186 | — |
| 2023 | $121,936 | — | — | $56,491 | — |
| 2022 | $146,125 | $6,052 | — | — | $66,066 |