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Original filing (PDF)20250714154002NAL0001723136001
TRIPADVISOR LLC
Form 5500
FILING_RECEIVED
TRIPADVISOR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
999
Accounts w/ balance
2,064
Plan assets (EOY)
$305.5M
Net assets (EOY)
$305.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIPADVISOR LLC.
Plan sponsor
Name
TRIPADVISOR LLC
EIN
04-3503532
Address
400 FIRST AVENUE · NEEDHAM, MA · 02494
Phone
(617) 795-7801
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $63K | — |
Investments
36 direct securities · 1 pooled fund· $300.5M(98% of reported assets)
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.
Uncategorized
$294.9M
35 holdings
Common Stocks
$3.6M
1 holding
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 299,294.784 | $39.6M | $61.1M | 20.0% | |
| FID FREEDOM 2050 K6 | — | 2,771,826.647 | $33.3M | $37.8M | 12.4% | |
| FID FREEDOM 2055 K6 | — | 1,797,260.295 | $25.0M | $28.4M | 9.3% | |
| FID FREEDOM 2045 K6 | — | 1,869,458.164 | $22.3M | $25.1M | 8.2% | |
| FID CONTRAFUND K6 | — | 797,074.034 | $11.8M | $24.8M | 8.1% | |
| FID FREEDOM 2040 K6 | — | 1,394,364.846 | $14.6M | $16.0M | 5.2% | |
| FID FREEDOM 2035 K6 | — | 790,451.906 | $11.7M | $12.3M | 4.0% | |
| FID FREEDOM 2060 K6 | — | 802,581.135 | $10.2M | $11.6M | 3.8% | |
| FID INTL INDEX | — | 187,865.907 | $8.3M | $8.9M | 2.9% | |
| FID EXTD MKT IDX | — | 87,575.632 | $6.2M | $8.0M | 2.6% | |
| AS SPL MID CP VAL R6 | — | 138,309.47 | $6.0M | $6.6M | 2.2% | |
| HTFD INTL OPPS R6 | — | 333,599.793 | $6.2M | $6.4M | 2.1% | |
| VANG TOT BD MKT ADM | — | 600,250.064 | $6.2M | $5.7M | 1.9% | |
| FID FREEDOM 2030 K6 | — | 306,256.221 | $5.3M | $5.3M | 1.8% | |
| NYLI W LRG CP GR R6 | — | 347,142.12 | $3.9M | $4.2M | 1.4% | |
| BLKRK TOT RETURN K | — | 425,698.545 | $4.6M | $4.1M | 1.4% | |
| DODGE & COX STOCK I | — | 15,693.843 | $3.9M | $4.0M | 1.3% | |
| AMG TS MID CAP GTH Z | — | 220,261.702 | $3.9M | $3.8M | 1.2% | |
| AB SM CAP GRTH Z | — | 48,698.282 | $3.1M | $3.6M | 1.2% | |
| COMMON STOCK | Common Stocks | — | $1.9M | $3.6M | 1.2% | |
| FID FREEDOM 2025 K6 | — | 238,978.858 | $3.3M | $3.2M | 1.1% | |
| AM CENT SMCAP VAL R6 | — | 282,494.897 | $3.0M | $3.0M | 1.0% | |
| AF NEW WORLD R6 | — | 35,461.353 | $2.4M | $2.7M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | 1,987,584.31 | $2.0M | $2.0M | 0.7% | |
| FIDELITY FUND | — | — | $1.4M | $1.7M | 0.5% | |
| CASH | — | — | $1.2M | $1.2M | 0.4% | |
| PARNASSUS CORE EQ IS | — | 19,571.741 | $1.1M | $1.2M | 0.4% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $1.2M | 0.4% | |
| FID FREEDOM 2065 K6 | — | 78,621.596 | $939K | $1.0M | 0.3% | |
| FID FREEDOM 2020 K6 | — | 56,229.617 | $870K | $803K | 0.3% | |
| EXTERNAL FUND | — | — | $537K | $610K | 0.2% | |
| FID FREEDOM INC K6 | — | 34,575.746 | $381K | $364K | 0.1% | |
| GOVERNMENT BOND | — | — | $92K | $94K | <0.1% | |
| FID FREEDOM 2015 K6 | — | 6,137.7 | $78K | $70K | <0.1% | |
| FID FREEDOM 2010 K6 | — | 2,123.568 | $32K | $29K | <0.1% | |
| RIGHTS/WARRANTS | — | — | $25K | $18K | <0.1% | |
| FID GOVT MMKT | — | 1,809.01 | $2K | $2K | <0.1% |
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