CARA Tutton signed Bread Financial Payments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bread Financial Payments, Inc.'s EIN is 13-3163498.
Download the official 2024 Form 5500 (PDF) for Bread Financial Payments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bread Financial Payments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fund 2 Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $106.3M | 11.4% | |
| VANGUARD TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $105.3M | 11.3% | |
| VANGUARD TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $100.1M | 10.7% | |
| VANGUARD TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $87.5M | 9.4% | |
| VANGUARD TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $74.1M | 8.0% | |
| VANGUARD TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $68.0M | 7.3% | |
| VANGUARD TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $49.9M | 5.4% | |
| VANGUARD TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $46.1M | 4.9% | |
| JENNISON GROWTH EQUITY FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 057 | Common Collective Trust | — | — | $29.4M | 3.2% | |
| Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $27.9M | 3.0% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.7% | |
| Fund * Self-Managed Brokerage Accounts | Self-Directed Brokerage | — | — | $21.5M | 2.3% | |
| Growth Fund Vanguard Total Intl Stock Index Mutual fund | Mutual Funds | — | — | $19.5M | 2.1% | |
| Bond Fund Vanguard Extended Market Index Mutual fund | Mutual Funds | — | — | $19.2M | 2.1% | |
| VANGUARD TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.1M | 1.9% | |
| Admiral Fund Vanguard Total Bond Market Index Mutual fund | Mutual Funds | — | — | $15.9M | 1.7% | |
| WASATCH CORE GROWTH CIT SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $14.2M | 1.5% | |
| COLUMBIA TR SMALL CAP VALUE II AMERIPRISE TRUST COMPANY · EIN 87-2073129 / PN 167 | Common Collective Trust | — | — | $13.4M | 1.4% | |
| VANGUARD TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $13.1M | 1.4% | |
| American Funds EuroPacific Mutual fund | Mutual Funds | — | — | $12.6M | 1.4% | |
| Bread Financial Holdings, Inc. Employer common stock | Common Stocks | — | — | $11.3M | 1.2% | |
| Participant Loans Interest rates of 5.25% - | Bonds / Notes | — | — | $11.0M | 1.2% | |
| Admiral Fund Metropolitan West Total Return Mutual fund | Other securities | — | — | $9.7M | 1.0% | |
| Vanguard Fiduciary Trust Company Collective investment trust | Common Collective Trusts | — | — | $9.1M | 1.0% | |
| VANGUARD TARGET RET INC TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.0% | |
| VANGUARD TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| VANGUARD TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $702K | <0.1% | |
| Fund * T. Rowe Price Government Money Mutual Fund | Other securities | — | — | $223K | <0.1% |
