Melissa O'CONNOR signed Degree, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Degree, Inc.'s EIN is 47-4689666.
Download the official 2024 Form 5500 (PDF) for Degree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Degree, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $87K |
| — |
