Claudia Yanez signed Nerdwallet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nerdwallet, Inc.'s EIN is 45-4180440.
Download the official 2024 Form 5500 (PDF) for Nerdwallet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nerdwallet, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
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 | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Mutual fund | Mutual Funds | — | — | $20.5M | 17.7% | |
| VANG TARGET RET 2055 Mutual fund | Other securities | — | — | $19.7M | 17.1% | |
| VANG TARGET RET 2050 Mutual fund | Other securities | — | — | $18.5M | 16.0% | |
| VANG TARGET RET 2045 Mutual fund | Other securities | — | — | $11.9M | 10.3% | |
| VANG TARGET RET 2060 Mutual fund | Other securities | — | — | $11.9M | 10.2% | |
| VANG TARGET RET 2040 Mutual fund | Other securities | — | — | $5.8M | 5.0% | |
| VANG EXT MKT IDX ADM Mutual fund | Common Collective Trusts | — | — | $4.8M | 4.2% | |
| VANG US GROWTH ADM Mutual fund | Other securities | — | — | $3.8M | 3.3% | |
| VANG TARGET RET 2035 Mutual fund | Other securities | — | — | $3.0M | 2.6% | |
| VANG TARGET RET 2025 Mutual fund | Other securities | — | — | $2.7M | 2.3% | |
| VANG TARGET RET 2030 Mutual fund | Other securities | — | — | $2.3M | 2.0% | |
| Brokeragelink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.9M | 1.7% | |
| VANG TOT INTL STK AD Mutual fund | Other securities | — | — | $1.8M | 1.5% | |
| VANG WINDSOR ADM Mutual fund | Other securities | — | — | $1.6M | 1.4% | |
| VANG TOT BD MKT ADM Mutual fund | Other securities | — | — | $1.5M | 1.3% | |
| MFS INTL INTR VAL R6 Mutual fund | Mutual Funds | — | — | $948K | 0.8% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $649K | 0.6% | |
| INVS INTL SMMD CO R6 Mutual fund | Common Stocks | — | — | $580K | 0.5% | |
| VANG TARGET RET 2065 Mutual fund | Other securities | — | — | $430K | 0.4% | |
| Participant loans 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $375K | 0.3% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $298K | 0.3% | |
| VANG TARGET RET 2020 Mutual fund | Other securities | — | — | $297K | 0.3% | |
| VANG TARGET RET INC Mutual fund | Common Stocks | — | — | $237K | 0.2% | |
| VANG TARGET RET 2070 Mutual fund | Other securities | — | — | $174K | 0.2% |
