Patti Petrella signed Tripadvisor LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tripadvisor LLC's EIN is 04-3503532.
Download the official 2024 Form 5500 (PDF) for Tripadvisor LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tripadvisor LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $63K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $39.6M | $61.1M | 20.0% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $33.3M | $37.8M | 12.4% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $25.0M | $28.4M | 9.3% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $22.3M | $25.1M | 8.2% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $11.8M | $24.8M | 8.1% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $14.6M | $16.0M | 5.2% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $11.7M | $12.3M | 4.0% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $10.2M | $11.6M | 3.8% | |
| FID INTL INDEX | Mutual Funds | — | $8.3M | $8.9M | 2.9% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $6.2M | $8.0M | 2.6% | |
| AS SPL MID CP VAL R6 | Other securities | — | $6.0M | $6.6M | 2.2% | |
| HTFD INTL OPPS R6 | Other securities | — | $6.2M | $6.4M | 2.1% | |
| VANG TOT BD MKT ADM | Other securities | — | $6.2M | $5.7M | 1.9% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $5.3M | $5.3M | 1.8% | |
| NYLI W LRG CP GR R6 | Other securities | — | $3.9M | $4.2M | 1.4% | |
| BLKRK TOT RETURN K | Other securities | — | $4.6M | $4.1M | 1.4% | |
| DODGE & COX STOCK I | Mutual Funds | — | $3.9M | $4.0M | 1.3% | |
| AMG TS MID CAP GTH Z | Other securities | — | $3.9M | $3.8M | 1.2% | |
| AB SM CAP GRTH Z | Other securities | — | $3.1M | $3.6M | 1.2% | |
| COMMON STOCK | Common Stocks | — | $1.9M | $3.6M | 1.2% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $3.3M | $3.2M | 1.1% | |
| AM CENT SMCAP VAL R6 | Other securities | — | $3.0M | $3.0M | 1.0% | |
| AF NEW WORLD R6 | Other securities | — | $2.4M | $2.7M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | $2.0M | $2.0M | 0.7% | |
| FIDELITY FUND | Mutual Funds | — | $1.4M | $1.7M | 0.5% | |
| CASH | Cash / Money Market | — | $1.2M | $1.2M | 0.4% | |
| PARNASSUS CORE EQ IS | Other securities | — | $1.1M | $1.2M | 0.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.2M | 0.4% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $939K | $1.0M | 0.3% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $870K | $803K | 0.3% | |
| EXTERNAL FUND | Other securities | — | $537K | $610K | 0.2% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $381K | $364K | 0.1% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $92K | $94K | <0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $78K | $70K | <0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $32K | $29K | <0.1% | |
| RIGHTS/WARRANTS | Other securities | — | $25K | $18K | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | $2K | $2K | <0.1% |
