# Citadel Servicing Corporation DC Plan
Source: https://planprovider.pro/companies/citadel-servicing-corporation-plan-001

> Citadel Servicing Corporation's DC plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citadel Servicing Corporation

- **Sponsor EIN:** 208006279

- **Sponsor Address:** 3 ADA PARKWAY, SUITE 200, IRVINE, CA, 92618

- **Plan Type:** DC

- **Total Participants:** 351

- **Total Assets:** $6.4M

## 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|351|$6.4M|$594,598|$1.9M|

| 2022|305|$2.4M|$0|$868,406|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$28,159|$2,391|$30,550|

| LPL FINANCIAL CORPORATION|SERVICE PROVIDER|—|$8,918|$8,918|

| STEPHENS, REIDING & BELLER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STEPHENS, REIDING & BELLER LLP](https://planprovider.pro/provider/stephens-reidinger-and-beller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,468

- **Estimated Expense Ratio:** 0.618% 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|$28,983|$1,179|$26,304|—|—|

| 2022|$2,624|—|$2,624|—|—|

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