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Original filing (PDF)20250703120244NAL0000304515001
DODGE & COX
Form 5500
FILING_RECEIVED
DODGE & COX PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
360
Accounts w/ balance
390
Plan assets (EOY)
$355.8M
Net assets (EOY)
$355.8M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "DODGE & COX STOCK FUND X Registered Investment Company" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DODGE & COX.
Plan sponsor
Name
DODGE & COX
EIN
94-1441976
Address
555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA · 94104
Phone
(415) 981-1710
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $355.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DODGE & COX STOCK FUND X Registered Investment Company | — | — | — | $102.0M | 28.7% | |
| DODGE & COX INTL STOCK X Registered Investment Company | — | — | — | $47.0M | 13.2% | |
| DODGE & COX GLOBAL STOCK X Registered Investment Company | — | — | — | $47.0M | 13.2% | |
| DODGE & COX BALANCED FUND X Registered Investment Company | — | — | — | $43.9M | 12.3% | |
| VANGUARD TOTAL STK INDEX INST Registered Investment Company | — | — | — | $37.9M | 10.7% | |
| DODGE & COX INCOME X Registered Investment Company | — | — | — | $23.4M | 6.6% | |
| DODGE & COX GLOBAL BOND FUND X Registered Investment Company | — | — | — | $15.8M | 4.4% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | — | — | — | $9.6M | 2.7% | |
| VANGUARD BALANCED INDEX INSTL Registered Investment Company | — | — | — | $9.0M | 2.5% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | — | — | — | $8.3M | 2.3% | |
| DODGE & COX EMERGING MARKETS S Registered Investment Company | — | — | — | $6.9M | 1.9% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $3.0M | 0.9% | |
| VANGUARD TOTAL INTL BD IDX ADM Registered Investment Company | — | — | — | $1.0M | 0.3% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | — | — | — | $786K | 0.2% |
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