# Citigroup INC. 401(k) Plan
Source: https://planprovider.pro/companies/citigroup-inc-401k-plan

> Citigroup INC.'s 401(k) plan: 74,487 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citigroup INC.

- **Sponsor EIN:** 521568099

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

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

- **Total Participants:** 74,487

- **Total Assets:** $23.2B

## 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|74,487|$23.2B|$584.1M|$878.9M|

| 2023|79,128|$20.7B|$541.4M|$857.0M|

| 2022|78,295|$17.4B|$468.6M|$739.7M|

## 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|

| ALIGHT SOLUTIONS LLC|NONE|$4,450,700|—|$4,450,700|

| BLACKROCK INSTITUTIONAL TRUST CO,NA|NONE|$4,009,867|—|$4,009,867|

| BANK OF NEW YORK MELLON|TRUSTEE|$988,734|—|$988,734|

| MFS INSTITUTIONAL ADVISORS|NONE|$804,463|—|$804,463|

| T ROWE PRICE ASSOCIATES, INC.|NONE|$779,869|—|$779,869|

| WCM INVESTMENT MANAGEMENT, LLC|NONE|$779,699|—|$779,699|

| LAZARD ASSET MANAGEMENT LLC|NONE|$710,610|—|$710,610|

| ACADIAN ASSET MANAGEMENT LLC|NONE|$500,836|—|$500,836|

| WILLIAM BLAIR INVESTMENT MGMT, LLC|NONE|$462,301|—|$462,301|

| PRINCIPAL SMALL CAP SELECT|NONE|$457,102|—|$457,102|

| INSIGHT INVESTMENTS|NONE|$403,997|—|$403,997|

| BOSTON PARTNERS|NONE|$387,537|—|$387,537|

| MELLON INVESTMENTS CORPORATION|NONE|$365,485|—|$365,485|

| KPMG|NONE|$313,189|—|$313,189|

| HEITMAN LLC|NONE|$256,603|—|$256,603|

| WILLIS TOWERS WATSON|NONE|$202,556|—|$202,556|

| TT INTERNATIONAL|NONE|$147,211|—|$147,211|

| CALLAN HOLDINGS' INC.|NONE|$139,694|—|$139,694|

| MERCER|NONE|$130,174|—|$130,174|

| BSR|NONE|$120,036|—|$120,036|

| FIDUCIARY COUNSELORS|NONE|$59,869|—|$59,869|

| PROSKAUER ROSE LLP|NONE|$20,839|—|$20,839|

| MORGAN, LEWIS AND BOCKIUS LLP|NONE|$13,347|—|$13,347|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [MORGAN, LEWIS AND BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,504,718

- **Estimated Expense Ratio:** 0.071% 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|$20,408,429|$13,967,395|$4,450,700|$313,189|—|

| 2023|$16,029,543|$9,694,369|$4,578,742|$297,971|—|

| 2022|$17,573,253|$11,342,498|$4,543,647|—|$1,553,043|

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