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Original filing (PDF)20251021103111NAL0001387344001
DEGREE, INC.
Form 5500
FILING_RECEIVED
LATTICE 401(K) PLAN
401(k) retirement plan
Active participants
464
Accounts w/ balance
723
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 DEGREE, INC..
Plan sponsor
Name
DEGREE, INC.
EIN
47-4689666
Address
360 SPEAR ST FL 4 · SAN FRANCISCO, CA · 94105
Phone
(708) 738-1674
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS-AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $87K | — |
Investments
31 direct securities · 1 pooled fund· $39.6M(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.
Registered Investment Companies
$39.5M
31 holdings
Common Collective Trust
$91K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $7.6M | 19.2% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $7.5M | 18.9% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $5.0M | 12.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $4.1M | 10.4% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $3.6M | 9.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.8M | 7.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.6M | 4.0% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $1.4M | 3.5% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $779K | 2.0% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $570K | 1.4% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $514K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $436K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $384K | 1.0% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $325K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $193K | 0.5% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $141K | 0.4% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $136K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $91K | 0.2% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $88K | 0.2% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $48K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $12K | <0.1% | |
| PRN MID CAP VALUE FUND I- R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $7K | <0.1% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $7K | <0.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $2K | <0.1% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $2K | <0.1% |