Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Dimensional Funds
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 75 retirement plans with 100 or more participants reported paying Dimensional Funds $5,000 or more. Those plans cover 34,768 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $0. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (9), Maryland (6) and California (5).
In 2014 it appeared on 10 such filings; in 2024, 75. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | — | — | — |
| Compensation as a share of plan net assets | — | — | — |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Professional Case Management 401(k) Plan | Act for Health DBA Professional Case Management | CO | 5,586 | $9.5M | $0 |
| Francesca's Acquisition 401(k) Plan | Francesca's Acquisition, LLC | TX | 2,979 | $7.4M | $0 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management, LLC | CO | 2,491 | $6.2M | $0 |
| Bridgeview Eye Partners Retirement Savings Plan | Bridgeview Eye Partners | IN | 1,131 | $24.3M | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Envision Aesc US, LLC 401(k) Plan | Envision Aesc US, LLC | TN | 1,038 | $29.9M | $0 |
| Magic Memories Employee Retirement Plan | Magic Memories USA LLC | CO | 995 | $3.4M | $0 |
| 403(b) Thrift Plan of El Centro del Barrio | El Centro del Barrio | TX | 924 | $37.5M | $0 |
| Liberty Lift Solutions, LLC 401(k) Plan | Liberty Lift Solutions LLC | TX | 728 | $22.7M | $0 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties, Inc. | OK | 690 | $27.0M | $0 |
| Klarna 401(k) Plan | Klarna, Inc. | OH | 584 | $32.1M | $0 |
| Revive 401(k) Plan | Revive Health Senior Center, LLC | NV | 583 | $3.2M | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | FL | 579 | $16.1M | $0 |
| Fooda, Inc. 401(k) Savings Plan | Fooda, Inc. | IL | 560 | $14.0M | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply Company | PA | 517 | $30.2M | $0 |
| Tangent Technologies, LLC 401(k) Plan | Tangent Technologies, LLC | IL | 493 | $10.3M | $0 |
| Lightcast 401(k) Plan | Economic Modeling, LLC | ID | 492 | $21.8M | $0 |
| Bridgeway Benefit Technologies, LLC 401(k) Retirement Savings Plan | Bridgeway Benefit Technologies, LLC | MD | 454 | $77.9M | $0 |
| Monin, Inc. 401(k) Profit Sharing Plan | Monin, Inc. | FL | 451 | $29.8M | $0 |
| Sunland Employee Leasing, LLC 401(k) Plan | Sunland Employee Leasing, LLC | TN | 444 | $2.9M | $0 |
| Culture Amp, Inc. 401(k) Plan | Culture Amp, Inc. | CA | 430 | $15.4M | $0 |
| Iroquois Memorial Hospital and Resident Home 401(k) Plan | Iroquois Memorial Hospital and Resident Home | IL | 413 | $14.9M | $0 |
| Pha America, Inc. 401(k) Plan | Pha America Inc. | AL | 383 | $3.4M | $0 |
| Generational Equity, LLC 401(k) Plan | Generational Equity LLC | TX | 373 | $32.6M | $0 |
| G3 Technologies Inc. 401(k) Plan | G3 Technologies Inc. | MD | 352 | $59.5M | $0 |
| Blower-Dempsay Corporation Retirement Savings Plan | Blower-Dempsay Corporation | CA | 306 | $23.9M | $0 |
| Leafly Holdings Retirement Plan | Leafly Holdings, Inc. | WA | 296 | $8.9M | $0 |
| Vaughan Buckley Construction 401(k) Plan | Buckley Futures LLC | PA | 294 | $4.0M | $0 |
| Aero Centers 401(k) Profit Sharing Plan | Sar Trilogy, LLC | GA | 283 | $31.6M | $0 |
| Summit On-Site Solutions 401(k) Plan | Summit On-Site Solutions, LLC | TX | 279 | $5.4M | $0 |
| Corporate Mailings Inc. 401(k) Profit Sharing Plan | Corporate Mailings Inc. | NJ | 278 | $14.0M | $0 |
| Lift-All Company, Inc. Profit Sharing Plan | Lift-All Company Inc. | PA | 273 | $25.5M | $0 |
| In-Situ, Inc. 401(k) Profit Sharing Plan | In-Situ, Inc. | CO | 266 | $20.2M | $0 |
| Checkout, LLC 401(k) Profit Sharing Plan | Checkout, LLC | NY | 264 | $8.4M | $0 |
| Concrete Pump Partners 401(k) Plan | Concrete Pump Partners | TN | 264 | $6.2M | $0 |
| DD Traders, Inc. 401(k) Plan and Trust | DD Traders, Inc. | KS | 257 | $20.0M | $0 |
| Polymer Technology Systems, Inc. 401(k) Profit Sharing Plan | Polymer Technology Systems, Inc. | IN | 257 | $25.7M | $0 |
| The Hideaway Club 401(k) Plan | The Hideaway Club Staffing, LLC | CA | 249 | $2.4M | $0 |
| Matter Brothers Furniture 401(k) Plan | Stewart's Sleep Center, Inc. | FL | 249 | $4.8M | $0 |
| House of Cheatham, LLC 401(k) Plan | House of Cheatham, LLC | GA | 246 | $6.2M | $0 |
Questions and answers
How many plans does Dimensional Funds serve?
75 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Dimensional Funds?
Too few plans report a compensation amount to give a median.
What services are reported?
The service codes most often attached to it are Investment management (73 plans), Recordkeeping and information management (1 plans), Trustee (bank, trust company, or similar financial institution) (1 plans) and Trustee (directed) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.