Edward Linnen signed AVIS Budget Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AVIS Budget Group, Inc.'s EIN is 06-0918165.
Download the official 2024 Form 5500 (PDF) for AVIS Budget Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AVIS Budget Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | CONSULTANT | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $17.8M | 21.6% | |
| Prudential Jennison Growth Fund | Other securities | — | — | $11.6M | 14.0% | |
| STATE STREET SP 500 INDEX CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $11.0M | 13.4% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $5.1M | 6.2% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $3.9M | 4.8% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $3.5M | 4.3% | |
| Various participants | Other securities | — | — | $3.0M | 3.6% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $2.9M | 3.5% | |
| FEDERATED HERMES TOTAL RETURN BOND WILMINGTON TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $2.7M | 3.3% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $2.2M | 2.7% | |
| NT COLLECTIVE EXTENDED EQUITY MARKE NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $2.2M | 2.6% | |
| Harbor Small Capital Value Retirement Fund | Other securities | — | — | $2.1M | 2.6% | |
| Transamerica International Equity Fund | Other securities | — | — | $1.7M | 2.0% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $1.5M | 1.8% | |
| MFS Value Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $1.3M | 1.6% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $1.3M | 1.6% | |
| Deutsche Real Estate Fund | Other securities | — | — | $1.1M | 1.3% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $969K | 1.2% | |
| Avis Budget Group, Inc. | Common Stocks | — | — | $935K | 1.1% | |
| Northern Trust Collective All Country World Ex-US Index Fund | Common Collective Trusts | — | — | $764K | 0.9% | |
| NT COLLECTIVE ACWI EX-US MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $764K | 0.9% | |
| Vanguard Target Income Retirement | Mutual Funds | — | — | $755K | 0.9% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $535K | 0.6% | |
| Vanguard Inflation Protected Fund | Mutual Funds | — | — | $471K | 0.6% | |
| INVESCO INTERNATIONAL GROWTH TRUST INVESCO TRUST COMPANY · EIN 13-4128140 / PN 001 | Common Collective Trust | — | — | $459K | 0.6% | |
| BLACKROCK US DEBT INDEX FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $357K | 0.4% | |
| Hartford Schroders Drivers | Other securities | — | — | $350K | 0.4% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $311K | 0.4% | |
| Money Market Funds | Cash / Money Market | — | — | $128K | 0.2% | |
| Vanguard 2065 Target Retirement | Mutual Funds | — | — | $101K | 0.1% | |
| Vanguard 2070 Target Retirement | Mutual Funds | — | — | $442 | <0.1% |
