AUMdb

Devry University 401(k) Savings Plan

Sponsored by Devry University, Inc. · EIN 362781982 · Plan #001

Total assets
$219M
Net assets
$219M
Active participants
1,349
With balances
1,619

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $88,699
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $70,368
Creative Planning, Llc Investment advisory (plan) $40,000