Amanda Courtemanche signed Lendbuzz, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lendbuzz, Inc.'s EIN is 47-5047556.
Download the official 2024 Form 5500 (PDF) for Lendbuzz, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lendbuzz, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY | 61-1579239 | MOBILE, AL | RECORDKEEPER | $14K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $1.5M | 18.9% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $1.4M | 18.3% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $1.4M | 17.1% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $933K | 11.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $624K | 7.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $452K | 5.7% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $205K | 2.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $168K | 2.1% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $164K | 2.1% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | — | $151K | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $132K | 1.7% | |
| JP Morgan JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $117K | 1.5% | |
| Principal Prin Fixed Inc Guar Option | Common Stocks | — | — | $72K | 0.9% | |
| Participants Notes receivable from participants, 4.25% - 9.50% | Bonds / Notes | — | — | $51K | 0.6% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $47K | 0.6% | |
| Putnam Sm Cap Growth R6 Fund | Mutual Funds | — | — | $41K | 0.5% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $40K | 0.5% | |
| JP Morgan JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $32K | 0.4% | |
| Fidelity Adv Total Int Eq Z Fd | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Vangd Ttl Intl Bond Idx Adm Fd | Common Collective Trusts | — | — | $23K | 0.3% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $23K | 0.3% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $14K | 0.2% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $12K | 0.1% | |
| PIMCO RAE US Sml Instl Fd | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity U.S. Sust Idx Fd | Common Collective Trusts | — | — | $7K | <0.1% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
