Degreed, Inc. 401(k) Plan
Sponsored by Degreed, Inc. · EIN 454861472 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 224
- With balances
- 402
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $94,870 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $658 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $37.3M | 224 | ack 20251014194439NAL0001798227001 |
| 01/01/2021 | $22.6M | 417 | ack 20250729101524NAL0007117410001 |