Carrie Duquette signed Cardlytics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cardlytics, Inc.'s EIN is 26-3039436.
Download the official 2024 Form 5500 (PDF) for Cardlytics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cardlytics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | INVESTMENT ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * FID 500 INDEX | Common Collective Trusts | — | $6.9M | $8.6M | 17.8% | |
| * FID FDM IDX 2050 IPR | Common Collective Trusts | — | $6.6M | $7.4M | 15.3% | |
| * FID FDM IDX 2045 IPR | Common Collective Trusts | — | $6.0M | $6.7M | 13.9% | |
| * FID FDM IDX 2055 IPR | Common Collective Trusts | — | $4.2M | $4.6M | 9.6% | |
| * FID FDM IDX 2040 IPR | Common Collective Trusts | — | $3.9M | $4.4M | 9.0% | |
| * FID FDM IDX 2060 IPR | Common Collective Trusts | — | $1.6M | $1.8M | 3.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.6M | $1.6M | 3.4% | |
| AM CENTURY ULTRA R6 | Other securities | — | $1.3M | $1.5M | 3.1% | |
| * FID FDM IDX 2030 IPR | Common Collective Trusts | — | $1.4M | $1.5M | 3.0% | |
| * FID MID CAP IDX | Common Collective Trusts | — | $1.2M | $1.3M | 2.7% | |
| * FID FDM IDX 2035 IPR | Common Collective Trusts | — | $1.1M | $1.2M | 2.5% | |
| * FID SM CAP IDX | Common Collective Trusts | — | $1.0M | $1.1M | 2.3% | |
| * FID GLB EX US IDX | Common Collective Trusts | — | $993K | $994K | 2.1% | |
| MFS VALUE R6 | Mutual Funds | — | $809K | $788K | 1.6% | |
| * FID US BOND IDX | Common Collective Trusts | — | $725K | $705K | 1.5% | |
| AF NEW PERSPECT R6 | Other securities | — | $649K | $672K | 1.4% | |
| * FID SMALL CAP GR K6 | Mutual Funds | — | $526K | $606K | 1.3% | |
| * FID FDM IDX 2065 IPR | Common Collective Trusts | — | $473K | $494K | 1.0% | |
| AF NEW WORLD R6 | Other securities | — | $297K | $312K | 0.6% | |
| BLKRK TOT RETURN K | Other securities | — | $286K | $271K | 0.6% | |
| * FID FDM IDX 2025 IPR | Common Collective Trusts | — | $252K | $263K | 0.5% | |
| * FID GOVT MMKT K6 | Mutual Funds | — | $260K | $260K | 0.5% | |
| C&S REAL ESTATE Z | Other securities | — | $239K | $231K | 0.5% | |
| CB INTL GRTH IS | Other securities | — | $234K | $230K | 0.5% | |
| BLKRK MD CP GR EQ K | Other securities | — | $121K | $137K | 0.3% | |
| AM CENT MD CP VAL R6 | Other securities | — | $146K | $134K | 0.3% | |
| PIMCO INCOME INST | Mutual Funds | — | $127K | $127K | 0.3% | |
| * FID FDM IDX INC IPR | Common Collective Trusts | — | $57K | $59K | 0.1% | |
| * FID FDM IDX 2020 IPR | Common Collective Trusts | — | $9K | $8K | <0.1% | |
| * FID FDM IDX 2015 IPR | Common Collective Trusts | — | $4K | $4K | <0.1% | |
| * FID FDM IDX 2010 IPR | Common Collective Trusts | — | $609 | $593 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $9K |
| — |
