# Citigroup INC. 401(k) Plan
Source: https://planprovider.pro/companies/citigroup-inc-521568099-508

> Citigroup INC.'s 401(k) plan: 57,540 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:** 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](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — 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|

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