ZOE Ramos signed Lendingtree, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lendingtree, Inc.'s EIN is 25-1795344.
Download the official 2024 Form 5500 (PDF) for Lendingtree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lendingtree, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $40K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $16.5M | 15.3% | |
| Prin SmCap S&P 600 Index SA-NE | Common Stocks | — | — | $13.4M | 12.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | — | $10.7M | 9.9% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $10.4M | 9.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $9.4M | 8.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $7.8M | 7.2% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $6.8M | 6.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $5.1M | 4.8% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $4.8M | 4.5% | |
| Inv Discov A Fd | Other securities | — | — | $3.3M | 3.1% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.6M | 2.4% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $2.5M | 2.4% | |
| Fidelity Adv Sm Cap Val I Fund | Mutual Funds | — | — | $2.1M | 1.9% | |
| Prin LgCp S&P 500 Idx SA-NE | Common Collective Trusts | — | — | $1.9M | 1.8% | |
| Prin MidCap S&P 400 Idx SA-NE | Common Collective Trusts | — | — | $1.9M | 1.8% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $1.7M | 1.6% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.1M | 1.1% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $1.1M | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $916K | 0.9% | |
| Participant Loans | Participant loans | — | — | $761K | 0.7% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $712K | 0.7% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | — | $547K | 0.5% | |
| BlackRock Eqty Div Inv A Fund | Other securities | — | — | $462K | 0.4% | |
| Vanguard Fed Money Mrkt Inv Fd | Mutual Funds | — | — | $369K | 0.3% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | — | $332K | 0.3% | |
| Principal MidCap R5 Fund | Other securities | — | — | $50K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $50K | <0.1% | |
| Stable Value Fixed Income CIT | Stable Value | — | — | $37K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $16K | <0.1% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $10K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $10K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $10K | <0.1% | |
| PIMCO All Asset Institutinl Fd | Mutual Funds | — | — | $10K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $9K | <0.1% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $9K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | <0.1% | |
| State St Wd Dv ex US Idx II Fd | Common Collective Trusts | — | — | $7K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
