Dimensional Investment Llc 401(k) Plan: Login, Facts & Contact Information

Dimensional Investment Llc 401(k) Plan Facts

Plan name
DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
DIMENSIONAL INVESTMENT LLC
Participants
1,930 (1,226 active employees)
Former employees with a balance
679
Plan assets
$450,445,839 at Dec 31, 2024
Average account balance
$237,077 across 1,900 accounts
Employer contributions
$12,873,212 in plan year 2024 (34% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $37.8 million went into the plan in contributions, $12.9 million of it from the employer (34%).
  • $23.1 million was paid out to participants.
  • Investment and other income added $50.1 million.
  • Administrative expenses were $4,950, about $3 per account.

How the Dimensional Investment Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,516$237.3 million$5.96 million$10.1 million
20201,629$274.9 million$6.39 million$13.4 million
20211,610$339.4 million$6.72 million$18.9 million
20221,672$310.2 million$6.91 million$10.6 million
20231,823$385.6 million$12.3 million$17.0 million
20241,930$450.4 million$12.9 million$23.1 million

Dimensional Investment Llc 401(k) Contact Information

Phone
512-306-7400
Mailing address
6300 BEE CAVE ROAD BUILDING ONE, AUSTIN TX 78746
Plan sponsor
DIMENSIONAL INVESTMENT LLC
Employer identification number (EIN)
27-1346874
Plan number
001

Questions about the Dimensional Investment Llc 401(k)

Does Dimensional Investment Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $12.9 million, 34% of all contributions.

Does the Dimensional Investment Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Dimensional Investment Llc 401(k) plan?

1,930 participants at the start of plan year 2024, 1,226 of them active employees, and 679 former employees who still had money in the plan.

What is the average 401(k) balance at Dimensional Investment Llc?

About $237,077 per account: $450.4 million in plan assets across 1,900 accounts with a balance at the end of plan year 2024.

Who manages the Dimensional Investment Llc 401(k) accounts?

DIMENSIONAL is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Dimensional Investment Llc. How do I access my 401(k)?

Your account stays with DIMENSIONAL after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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