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: 508
- Total Participants: 57,540
- Total Assets: $65.6M
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 | 57,540 | $65.6M | $718.6M | $323.7M |
| 2023 | 61,223 | $65.2M | $666.6M | $308.4M |
| 2022 | 60,082 | $64.5M | $578.3M | $267.5M |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $17,168,432 | — | $17,168,432 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $12,492,212 | — | $12,492,212 |
| CVS | Other Service Provider | $6,329,261 | — | $6,329,261 |
| KPMG | Auditor | $222,111 | — | $222,111 |
| TRIPLE S INC | Other Service Provider | $49,412 | — | $49,412 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,266,928
- Estimated Expense Ratio: 55.308% 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 | $36,266,928 | — | $36,039,317 | $222,111 | — |
| 2023 | $46,636,393 | $8,158 | $46,413,161 | $215,074 | — |
| 2022 | $43,074,942 | $23,991 | $42,833,188 | — | $217,763 |