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Original filing (PDF)20251014132606NAL0004087680001
CARDLYTICS, INC.
Form 5500
FILING_RECEIVED
CARDLYTICS 401(K) PLAN
401(k) retirement plan
Active participants
423
Accounts w/ balance
648
Plan assets (EOY)
$48.2M
Net assets (EOY)
$48.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARDLYTICS, INC..
Plan sponsor
Name
CARDLYTICS, INC.
EIN
26-3039436
Address
675 PONCE DE LEON AVE SUITE 4100 · ATLANTA, GA · 30308
Phone
(678) 891-5376
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | INVESTMENT ADVISOR | $27K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
30 direct securities · 1 pooled fund· $47.9M(99% 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
$46.3M
30 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * FID 500 INDEX | — | 42,015.885 | $6.9M | $8.6M | 17.8% | |
| * FID FDM IDX 2050 IPR | — | 283,234.359 | $6.6M | $7.4M | 15.3% | |
| * FID FDM IDX 2045 IPR | — | 258,467.434 | $6.0M | $6.7M | 13.9% | |
| * FID FDM IDX 2055 IPR | — | 217,071.243 | $4.2M | $4.6M | 9.6% | |
| * FID FDM IDX 2040 IPR | — | 176,884.795 | $3.9M | $4.4M | 9.0% | |
| * FID FDM IDX 2060 IPR | — | 98,702.702 | $1.6M | $1.8M | 3.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 1,646,512.91 | $1.6M | $1.6M | 3.4% | |
| AM CENTURY ULTRA R6 | — | 14,967.604 | $1.3M | $1.5M | 3.1% | |
| * FID FDM IDX 2030 IPR | — | 72,246.338 | $1.4M | $1.5M | 3.0% | |
| * FID MID CAP IDX | — | 38,629.972 | $1.2M | $1.3M | 2.7% | |
| * FID FDM IDX 2035 IPR | — | 51,266.302 | $1.1M | $1.2M | 2.5% | |
| * FID SM CAP IDX | — | 39,247.879 | $1.0M | $1.1M | 2.3% | |
| * FID GLB EX US IDX | — | 68,956.828 | $993K | $994K | 2.1% | |
| MFS VALUE R6 | — | 16,277.976 | $809K | $788K | 1.6% | |
| * FID US BOND IDX | — | 68,974.912 | $725K | $705K | 1.5% | |
| AF NEW PERSPECT R6 | — | 10,815.647 | $649K | $672K | 1.4% | |
| * FID SMALL CAP GR K6 | — | 33,982.716 | $526K | $606K | 1.3% | |
| * FID FDM IDX 2065 IPR | — | 33,713.938 | $473K | $494K | 1.0% | |
| AF NEW WORLD R6 | — | 4,051.108 | $297K | $312K | 0.6% | |
| BLKRK TOT RETURN K | — | 27,860.73 | $286K | $271K | 0.6% | |
| * FID FDM IDX 2025 IPR | — | 14,179.581 | $252K | $263K | 0.5% | |
| * FID GOVT MMKT K6 | — | 259,597.46 | $260K | $260K | 0.5% | |
| C&S REAL ESTATE Z | — | 13,395.332 | $239K | $231K | 0.5% | |
| CB INTL GRTH IS | — | 3,550.68 | $234K | $230K | 0.5% | |
| BLKRK MD CP GR EQ K | — | 3,148.424 | $121K | $137K | 0.3% | |
| AM CENT MD CP VAL R6 | — | 8,654.341 | $146K | $134K | 0.3% | |
| PIMCO INCOME INST | — | 12,083.591 | $127K | $127K | 0.3% | |
| * FID FDM IDX INC IPR | — | 5,043.018 | $57K | $59K | 0.1% | |
| * FID FDM IDX 2020 IPR | — | 507.689 | $9K | $8K | <0.1% | |
| * FID FDM IDX 2015 IPR | — | 266.833 | $4K | $4K | <0.1% | |
| * FID FDM IDX 2010 IPR | — | 46.199 | $609 | $593 | <0.1% |
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