# Citco Technology Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/citco-technology-management-401k-plan

> Citco Technology Management, INC.'s 401(k) plan: 761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citco Technology Management, INC.

- **Sponsor EIN:** 650307157

- **Sponsor Address:** 5900 N ANDREWS SUITE 700, FT LAUDERDALE, FL, 33309

- **Plan Type:** 401(k)

- **Total Participants:** 761

- **Total Assets:** $271.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|761|$271.2M|$4.2M|$9.9M|

| 2023|882|$231.6M|$4.1M|$9.5M|

| 2022|815|$194.8M|$3.3M|$8.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$358,439|—|$358,439|

| CREATIVE PLANNING HOLDCO LLC DBA CR|NONE|$45,742|—|$45,742|

| CREATIVE PLANNING LLC|NONE|$39,345|—|$39,345|

| EMPOWER ADVISORY GROUP, LLC|NONE|$12,474|—|$12,474|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $456,000

- **Estimated Expense Ratio:** 0.168% 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|$457,999|$97,560|—|—|—|

| 2023|$406,651|$105,588|—|—|—|

| 2022|$332,143|$296,710|$13,483|—|—|

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