Plan Snapshot
- Plan Sponsor: Dimensional Investment LLC
- Sponsor EIN: 271346874
- Sponsor Address: 6300 BEE CAVE ROAD, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 1,226
- Total Assets: $450.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,226 | $450.4M | $12.9M | $21.1M |
| 2023 | 1,271 | $385.6M | $12.3M | $19.7M |
| 2022 | 1,173 | $310.2M | $6.9M | $17.0M |
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 | — | — | $0 |
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: $0
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 | $4,950 | — | — | — | — |
| 2023 | $4,200 | — | — | — | — |
| 2022 | $3,525 | — | — | — | — |