# Citigroup INC. 401(k) Plan
Source: https://planprovider.pro/companies/citigroup-inc-521568099-506

> Citigroup INC.'s 401(k) plan: 63,422 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)

- **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](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:** $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|

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