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Original filing (PDF)20251014194439NAL0001798227001
DEGREED, INC.
Form 5500
FILING_RECEIVED
DEGREED, INC. 401(K) PLAN
401(k) retirement plan
Active participants
224
Accounts w/ balance
402
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEGREED, INC..
Plan sponsor
Name
DEGREED, INC.
EIN
45-4861472
Address
13907 MINUTEMAN DR · SUITE 100 · DRAPER, UT · 84020
Phone
(774) 644-9986
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $658 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $95K | — |
Investments
36 direct securities · 1 pooled fund· $37.5M(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
$37.3M
36 holdings
Common Collective Trust
$229K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Investor | — | — | — | $6.3M | 16.8% | |
| Fidelity Freedom Index 2045 Investor | — | — | — | $5.9M | 15.9% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $5.6M | 15.1% | |
| Fidelity Freedom Index 2040 Investor | — | — | — | $4.2M | 11.3% | |
| Fidelity Freedom Index 2055 Investor | — | — | — | $3.9M | 10.3% | |
| Fidelity Freedom Index 2060 Investor | — | — | — | $1.6M | 4.3% | |
| Fidelity Freedom Index 2035 Investor | — | — | — | $1.5M | 4.0% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $1.1M | 3.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $832K | 2.2% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $726K | 1.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $502K | 1.3% | |
| Fidelity Freedom Index 2030 Investor | — | — | — | $483K | 1.3% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $449K | 1.2% | |
| Fidelity Freedom Index 2025 Investor | — | — | — | $417K | 1.1% | |
| Parnassus Value Equity Fund | — | — | — | $364K | 1.0% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $283K | 0.8% | |
| BlackRock High Yield Portfolio Fund Class K | — | — | — | $263K | 0.7% | |
| Columbia Select Large Cap Value Fund | — | — | — | $258K | 0.7% | |
| Fidelity Freedom Index 2020 Investor | — | — | — | $249K | 0.7% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $244K | 0.7% | |
| Putnam Small Cap Growth Fund Class R6 | — | — | — | $231K | 0.6% | |
| Participant loans receivable - 16 loans outstanding with interest rates from 5.25% - 10.50% - | — | — | — | $230K | 0.6% | |
| Goldman Sachs Stable Value Institutional Series Class 1 Fund | — | — | — | $229K | 0.6% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $229K | 0.6% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | — | — | — | $219K | 0.6% | |
| Fidelity Freedom Index 2065 Investor | — | — | — | $196K | 0.5% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $185K | 0.5% | |
| Fidelity Freedom Index Income Investor | — | — | — | $183K | 0.5% | |
| American Funds EUPAC R6 | — | — | — | $163K | 0.4% | |
| Columbia Overseas Value Fund Class A | — | — | — | $162K | 0.4% | |
| Allspring Common Stock R6 | — | — | — | $89K | 0.2% | |
| DFA Inflation-Protected Securities I | — | — | — | $71K | 0.2% | |
| Janus Henderson Flexible Bond I | — | — | — | $66K | 0.2% | |
| Touchstone Small Company Fund Class R6 | — | — | — | $57K | 0.2% | |
| Fidelity Investment Grade Bond Fund | — | — | — | $45K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 Investor | — | — | — | $2K | <0.1% |
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