# Citco Technology Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/citco-technology-management-inc-650307157-501

> Citco Technology Management, INC.'s 401(k) plan: 755 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 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](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citco-technology-management-inc-650307157-501)

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