Plan Snapshot
- Plan Sponsor: Citco Technology Management, INC.
- Sponsor EIN: 650307157
- Sponsor Address: 5900 N. ANDREWS AVENUE, SUITE 700, FORT LAUDERDALE, FL, 33309
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 755
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 755 | $0 | $0 | $0 |
| 2023 | 2,070 | $0 | $0 | $0 |
| 2022 | 2,045 | $0 | $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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $568,258 | — | $568,258 |
| LOCKTON COMPANIES, LLC | Investment Advisor | $370,788 | — | $370,788 |
| LIFE INS. COMPANY OF NORTH AMERICA | Recordkeeper | $5,850 | — | $5,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOCKTON COMPANIES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $944,896
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |