Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (70)
Highest in Peer Group (90)

Plan Description

Dodge & Cox Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Dodge & Cox Profit Sharing Plan & Trust currently has over 200 active participants and over $180.2M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 555 California Street, 40th Floor
  • Location
    San Francisco , CA
  • 94104
  • Industry
    Finance and Insurance
  • Administrator
    John Loll
  • Sponsor
    David Longhurst
  • Net Plan Assets
    $180,000,000
  • Total Participants
    260
  • Avg Account Balance
    $690,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

12

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Dodge & Cox Stock 30%
4%
Dodge & Cox Balanced 21%
2%
Dodge & Cox International Stock 19%
16%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
PricewaterhouseCoopers LLP