Plan Snapshot
- Plan Sponsor: Citigroup INC.
- Sponsor EIN: 521568099
- Sponsor Address: 750 WASHINGTON BLVD 7TH FLOOR, STAMFORD, CT, 06901
- Plan Type: DB
- Total Participants: 14,217
- Total Assets: $10.0B
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 | 14,217 | $10.0B | $0 | $0 |
| 2023 | 15,906 | $10.6B | $0 | $0 |
| 2022 | 17,283 | $10.5B | $0 | $0 |
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 LLP | Auditor | $286,611 | — | $286,611 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,611
- Estimated Expense Ratio: 0.003% 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 | $76,543,199 | $46,567,561 | $87,925 | $286,611 | — |
| 2023 | $76,246,532 | $45,518,662 | $12,770,686 | — | — |
| 2022 | $61,600,768 | $32,940,796 | $9,413,225 | — | $2,404,147 |