Original filing (PDF)20260203122108NAL0001252451001

LENDINGTREE, INC.

Name: LENDINGTREE, INC. — LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LENDINGTREE, INC.

Form 5500

FILING_RECEIVED

LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.6 moNo recordkeeper disclosed

Active participants

837

Accounts w/ balance

1,222

Plan assets (EOY)

$107.4M

Net assets (EOY)

$107.4M

How this plan invests

This plan

7 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
17 bps in Schedule C fees — 74% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENDINGTREE, INC..

Plan sponsor

Name

LENDINGTREE, INC.

EIN

25-1795344

Address

1415 VANTAGE PARK DRIVE SUITE 700 · CHARLOTTE, NC · 282034073

Phone

(704) 943-8049

Industry

Finance & Insurancesee 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

2026-02-03

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

ANDERS CPA + ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	43-1270780	—	INVESTMENT ADVISORY	$40K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$146K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	INV ADV, PARTICIPANTS	$0	—

Investments

31 direct securities · 7 pooled funds· $107.5M(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

$107.4M

31 holdings

Pooled Separate Account

$69K

3 holdings

Common Collective Trust

$42K

4 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Tl Stk Mkt Idx Adm Fd	—	—	—	$16.5M	15.3%
Prin SmCap S&P 600 Index SA-NE	—	—	—	$13.4M	12.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd	—	—	—	$10.7M	9.9%
Am Fds 2055 Trgt Dte Rtm R6 Fd	—	—	—	$10.4M	9.7%
Am Fds 2030 Trgt Dte Rtm R6 Fd	—	—	—	$9.4M	8.8%
Am Fds 2025 Trgt Dte Rtm R6 Fd	—	—	—	$7.8M	7.2%
Am Fds 2020 Trgt Dte Rtm R6 Fd	—	—	—	$6.8M	6.4%
Fidelity Contrafund	—	—	—	$5.1M	4.8%
Am Fds 2035 Trgt Dte Rtm R6 Fd	—	—	—	$4.8M	4.5%
Inv Discov A Fd	—	—	—	$3.3M	3.1%
Am Fds 2040 Trgt Dte Rtm R6 Fd	—	—	—	$2.6M	2.4%
Am Fds 2015 Trgt Dte Rtm R6 Fd	—	—	—	$2.5M	2.4%
Fidelity Adv Sm Cap Val I Fund	—	—	—	$2.1M	1.9%
Prin LgCp S&P 500 Idx SA-NE	—	—	—	$1.9M	1.8%
Prin MidCap S&P 400 Idx SA-NE	—	—	—	$1.9M	1.8%
Am Fds EuroPacific Grth R6 Fd	—	—	—	$1.7M	1.6%
Am Fds 2045 Trgt Dte Rtm R6 Fd	—	—	—	$1.1M	1.1%
Am Fds 2010 Trgt Dte Rtm R6 Fd	—	—	—	$1.1M	1.1%
Vanguard Ttl Bd Mkt Idx Adm Fd	—	—	—	$916K	0.9%
Participant Loans	—	—	—	$761K	0.7%
Am Fds 2065 Trgt Dte Rtm R6 Fd	—	—	—	$712K	0.7%
Am Fds 2060 Trgt Dte Rtm R6 Fd	—	—	—	$547K	0.5%
BlackRock Eqty Div Inv A Fund	—	—	—	$462K	0.4%
Vanguard Fed Money Mrkt Inv Fd	—	—	—	$369K	0.3%
Dodge & Cox Income X Fund	—	—	—	$332K	0.3%
Principal MidCap R5 Fund	—	—	—	$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	—	—	—	$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	—	—	—	$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	—	—	—	$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	—	—	—	$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	—	—	—	$7K	<0.1%
STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001	Common Collective Trust	—	—	$7K	<0.1%