Plan Snapshot
- Plan Sponsor: Citadel Consulting Group, LLC
- Sponsor EIN: 811619316
- Sponsor Address: 1000 GATES AVENUE, BROOKLYN, NY, 11221
- Plan Type: 401(k)
- Total Participants: 1,351
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,351 | $2.3M | $182,624 | $0 |
| 2023 | 1,417 | $2.3M | $126,780 | $4,977 |
| 2022 | 3,284 | $2.3M | $0 | $0 |
| 2020 | 3,079 | $2.7M | $0 | $0 |
| 2019 | 1,283 | $2.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| FASTEN HALBERSTAM | Auditor | — | — | $0 |
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 | $15,415 | — | $15,415 | — | — |
| 2023 | $21,743 | — | $21,743 | — | — |
| 2022 | $24,715 | — | $24,715 | — | — |
| 2020 | $10,622 | — | $10,622 | — | — |
| 2019 | $8,149 | — | $8,149 | — | — |