Discover Financial Services 401 K Plan
Sponsored by Discover Financial Services · EIN 362517428 · Plan #003
- Total assets
- $3.2B
- Net assets
- $3.2B
- Active participants
- 20,237
- With balances
- 26,671
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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| State Street Global Advisors | Custodial (other), Custodial (securities), Direct payment from the plan | $2,184,428 |
| Jp Morgan Funds Services | Investment advisory (plan), Investment management, Direct payment from the plan | $115,550 |
| Loomis, Sayles & Company | Investment management, Direct payment from the plan, Investment management fees (indirect) | $45,779 |
| Invesco Stable Val | Investment advisory (participants), Direct payment from the plan | $7,618 |
| Dimensional Funds Advisors Lp | Investment advisory (plan), Investment management, Direct payment from the plan | $1,124 |
| Dodge And Cox | Investment management, Direct payment from the plan, Soft dollars commissions | $637 |
| Pimco | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $295 |
| Alight Solutions Llc | Recordkeeping, Other fees | $0 |
| Sei Trust Company Rothschlid | Investment management, Direct payment from the plan, Investment management fees (direct) | $0 |