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Original filing (PDF)20251013105349NAL0001751840001
DEVRY UNIVERSITY
Form 5500
FILING_RECEIVED
DEVRY UNIVERSITY 401(K) SAVINGS PLAN FOR VISITING PROFESSORS
401(k) retirement plan
Active participants
1,382
Accounts w/ balance
292
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVRY UNIVERSITY.
Plan sponsor
Name
DEVRY UNIVERSITY
EIN
36-2781982
Address
4225 NAPERVILLE RD , SUITE 400 · LISLE, IL · 60532
Phone
(630) 954-8266
Industry
Educational Servicessee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Investments
25 direct securities · 3 pooled funds· $3.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.7M
25 holdings
Common Collective Trust
$37K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2035 Mutual fund | — | — | — | $753K | 20.3% | |
| VANG TARGET RET 2025 Mutual fund | — | — | — | $748K | 20.2% | |
| FID 500 INDEX * Mutual fund | — | — | — | $650K | 17.5% | |
| VANG TARGET RET 2045 Mutual fund | — | — | — | $277K | 7.5% | |
| FID GOVT MMKT * Interest-bearing cash | — | — | — | $269K | 7.2% | |
| BAIRD CORE PLUS INST Mutual fund | — | — | — | $123K | 3.3% | |
| DODGE & COX BALANCED Mutual fund | — | — | — | $115K | 3.1% | |
| DFA US SMALL CAP I Mutual fund | — | — | — | $103K | 2.8% | |
| VANG MIDCAP IDX ADM Mutual fund | — | — | — | $96K | 2.6% | |
| VANG TARGET RET INC Mutual fund | — | — | — | $94K | 2.5% | |
| VANG TARGET RET 2055 Mutual fund | — | — | — | $74K | 2.0% | |
| VANG TARGET RET 2030 Mutual fund | — | — | — | $71K | 1.9% | |
| VANG TARGET RET 2040 Mutual fund | — | — | — | $71K | 1.9% | |
| VANG TARGET RET 2020 Mutual fund | — | — | — | $42K | 1.1% | |
| FID INTL INST * Mutual fund | — | — | — | $37K | 1.0% | |
| VANG TARGET RET 2050 Mutual fund | — | — | — | $36K | 1.0% | |
| CAUSEWAY INTL VAL IV Mutual fund | — | — | — | $34K | 0.9% | |
| AF NEW WORLD R6 Mutual fund | — | — | — | $30K | 0.8% | |
| VANG SM CAP IDX ADM Mutual fund 776 CT Emerging Markets Common/collective trust | — | — | — | $27K | 0.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $27K | 0.7% | |
| VANG TARGET RET 2070 Mutual fund | — | — | — | $14K | 0.4% | |
| FID US BOND IDX * Mutual fund | — | — | — | $11K | 0.3% | |
| PIM ALL ASSET INST Mutual fund | — | — | — | $10K | 0.3% | |
| VANG TARGET RET 2060 Mutual fund | — | — | — | $10K | 0.3% | |
| AB US LG CP GR CIT Common/collective trust | — | — | — | $9K | 0.2% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $9K | 0.2% | |
| VANG TARGET RET 2065 Mutual fund | — | — | — | $6K | 0.2% | |
| CT EMERGING MARKETS AMERIPRISE TRUST COMPANY · EIN 85-2903213 / PN 178 | Common Collective Trust | — | — | $0 | <0.1% |
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