Plan Snapshot
- Plan Sponsor: Dodge & Cox
- Sponsor EIN: 941441976
- Sponsor Address: 555 CALIFORNIA STREET, 40TH FLOOR, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 408
- Total Assets: $430.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 408 | $430.5M | $0 | $0 |
| 2024 | 360 | $355.8M | $14.7M | $6.6M |
| 2023 | 342 | $317.1M | $13.3M | $6.0M |
| 2022 | 319 | $268.2M | $11.9M | $5.2M |
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 |
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 |
|---|---|---|---|---|---|
| 2025 | $16,147,159 | — | — | — | — |
| 2024 | $172 | — | — | — | — |
| 2023 | $110 | — | — | — | — |
| 2022 | $14 | — | — | — | — |