Plan Snapshot
- Plan Sponsor: Cardlytics, INC.
- Sponsor EIN: 263039436
- Sponsor Address: 675 PONCE DE LEON AVE SUITE 4100, ATLANTA, GA, 30308
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $48.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 423 | $48.2M | $975,292 | $6.4M |
| 2023 | 404 | $38.7M | $1.3M | $5.4M |
| 2022 | 407 | $26.8M | $1.7M | $5.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $60,213 | — | $60,213 |
| ONEDIGITAL TOPCO LLC | Investment Advisor | $27,000 | — | $27,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,595 | — | $8,595 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- ONEDIGITAL TOPCO LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,808
- Estimated Expense Ratio: 0.199% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $95,808 | $35,595 | — | — | — |
| 2023 | $46,848 | $3,386 | — | — | — |
| 2022 | $50,778 | $2,003 | — | — | — |