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Original filing (PDF)20251016123626NAL0003362915001
AVIS BUDGET GROUP, INC.
Form 5500
FILING_RECEIVED
AVIS BUDGET GROUP, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
13,652
Accounts w/ balance
10,170
Plan assets (EOY)
$718.2M
Net assets (EOY)
$718.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVIS BUDGET GROUP, INC..
Plan sponsor
Name
AVIS BUDGET GROUP, INC.
EIN
06-0918165
Address
379 INTERPACE PARKWAY · PARSIPPANY, NJ · 070544407
Phone
(844) 700-4748
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GELTRUDE & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $609K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | CONSULTANT | $30K | — |
Investments
26 direct securities · 7 pooled funds· $756.4M(100% 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
$475.1M
26 holdings
Common Collective Trust
$281.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET SP 500 INDEX CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | 2,082,841 | — | $117.8M | 16.4% | |
| PGIM Jennison GrowthFd Cl R6 | — | 1,591,541 | — | $111.6M | 15.5% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | 4,670,730 | — | $83.0M | 11.6% | |
| Vanguard 2030 Target Retirement | — | 871,491 | — | $33.0M | 4.6% | |
| Vanguard 2035 Target Retirement | — | 1,321,522 | — | $31.7M | 4.4% | |
| NT Collective Ext Eq Mkt | — | 79,234 | — | $29.4M | 4.1% | |
| NT COLLECTIVE EXTENDED EQUITY MARKE NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $29.4M | 4.1% | |
| Vanguard 2025 Target Retirement | — | 1,491,165 | — | $27.9M | 3.9% | |
| Vanguard 2045 Target Retirement | — | 930,761 | — | $27.6M | 3.8% | |
| Vanguard 2040 Target Retirement | — | 601,705 | — | $26.0M | 3.6% | |
| Harbor Small Capital Value Retirement | — | 594,179 | — | $25.3M | 3.5% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | 2,597,459 | — | $24.6M | 3.4% | |
| Vanguard 2050 Target Retirement | — | 430,445 | — | $21.5M | 3.0% | |
| Vanguard Explorer Fund | — | 193,699 | — | $20.7M | 2.9% | |
| MFS Value Fund R6 | — | 349,391 | — | $16.9M | 2.4% | |
| Vanguard 2055 Target Retirement | — | 258,655 | — | $14.4M | 2.0% | |
| Transamerica International Equity Fund R6 | — | 685,266 | — | $14.1M | 2.0% | |
| Avis Budget Group, Inc. | — | 161,149 | — | $13.0M | 1.8% | |
| Vanguard 2020 Target Retirement | — | 389,682 | — | $10.3M | 1.4% | |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | 417,173 | — | $9.7M | 1.3% | |
| Various participants** | — | — | — | $9.2M | 1.3% | |
| NT Acwi Ex-Us Imi Dc Nl Tier 3 | — | 46,636 | — | $8.8M | 1.2% | |
| NT COLLECTIVE ACWI EX-US MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $8.8M | 1.2% | |
| INVESCO INTERNATIONAL GROWTH TRUST INVESCO TRUST COMPANY · EIN 13-4128140 / PN 001 | Common Collective Trust | 255,901 | — | $8.1M | 1.1% | |
| Deutsche Real Estate SEC Cl R6 | — | 324,492 | — | $7.0M | 1.0% | |
| Lord Abbett Bond Debenture R6 | — | 821,863 | — | $5.8M | 0.8% | |
| Hartford Schroders Drivers | — | 614,684 | — | $5.1M | 0.7% | |
| Vanguard 2060 Target Retirement | — | 91,017 | — | $4.7M | 0.6% | |
| Vanguard Target Income Retirement | — | 333,996 | — | $4.4M | 0.6% | |
| Vanguard Inflation-Protected | — | 471,151 | — | $4.3M | 0.6% | |
| Vanguard 2065 Target Retirement | — | 67,485 | — | $2.3M | 0.3% | |
| Vanguard 2070 Target Retirement | — | 4,438 | — | $118K | <0.1% | |
| Money market funds | — | — | — | $46K | <0.1% |
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