Plan Snapshot
- Plan Sponsor: Citigroup INC.
- Sponsor EIN: 521568099
- Sponsor Address: 750 WASHINGTON BLVD 7TH FLOOR, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Plan Number: 506
- Total Participants: 63,422
- Total Assets: $83.7M
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 | 63,422 | $83.7M | $16.3M | $34.5M |
| 2023 | 68,665 | $85.7M | $11.2M | $34.5M |
| 2022 | 68,713 | $94.5M | $9.3M | $31.2M |
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 | Auditor | $163,476 | — | $163,476 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $64,651 | — | $64,651 |
| BANK OF NEW YORK MELLON | Other Service Provider | $11,276 | — | $11,276 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,403
- Estimated Expense Ratio: 0.286% 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 | $239,403 | $64,651 | $11,276 | $163,476 | — |
| 2023 | $248,561 | $72,645 | — | $159,980 | — |
| 2022 | $301,091 | $136,617 | — | — | $164,474 |