# Cardlytics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cardlytics-inc-401k-plan

> Cardlytics, INC.'s 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WINDHAM BRANNON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDHAM BRANNON](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|—|

## Similar Plans

- [Guided By Good](https://planprovider.pro/companies/guided-by-good-401k-plan) — 320 participants

- [Aoa Management Company Limited Partnership](https://planprovider.pro/companies/aoa-management-company-limited-partnership-401k-plan) — 313 participants

- [Purecars Technologies LLC](https://planprovider.pro/companies/purecars-technologies-llc-401k-plan) — 207 participants

- [Popmenu, INC](https://planprovider.pro/companies/popmenu-inc-401k-plan) — 195 participants

- [Jackson Spalding, INC.](https://planprovider.pro/companies/jackson-spalding-inc-401k-plan) — 160 participants

- [Impact Partnership Services, INC.](https://planprovider.pro/companies/impact-partnership-services-inc-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cardlytics-inc-401k-plan)

© 2026 PlanProvider.Pro