# Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup INC. 401(k) Plan
Source: https://planprovider.pro/companies/citibank-n-a-puerto-rico-a-subsidiary-of-citigroup-inc-401k-plan

> Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup INC.

- **Sponsor EIN:** 660177415

- **Sponsor Address:** 750 WASHINGTON BLVD, 7TH FLOOR, STAMFORD, CT, 06901

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

- **Total Participants:** 103

- **Total Assets:** $50.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|103|$50.1M|$512,169|$656,786|

| 2023|109|$49.1M|$542,280|$673,574|

| 2022|116|$45.0M|$899,905|$1.1M|

## 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|

| KPMG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## 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|$66,601|$53,178|$9,749|—|—|

| 2023|$37,874|$23,285|$11,064|—|—|

| 2022|$44,922|$29,667|$11,676|—|$3,235|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citibank-n-a-puerto-rico-a-subsidiary-of-citigroup-inc-401k-plan)

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