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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Other Service Provider | $9,004,594 | — | $9,004,594 |
| CITIGROUP | Recordkeeper | $5,485,988 | — | $5,485,988 |
| KKR & CO. L.P | Other Service Provider | $4,425,258 | — | $4,425,258 |
| IK PARTNERS | Other Service Provider | $4,096,535 | — | $4,096,535 |
| WATERWHEEL HELLENIC OPPORTUNITIES F | Other Service Provider | $3,030,834 | — | $3,030,834 |
| WOODLINE PARTNERS LP | Other Service Provider | — | $2,445,447 | $2,445,447 |
| FTV VI | Other Service Provider | $2,297,017 | — | $2,297,017 |
| SIXTH CINVEN FUND LP | Other Service Provider | $2,147,789 | — | $2,147,789 |
| GSO ENERGY MARKET OPPORTUNITIES FUN | Other Service Provider | $1,833,070 | — | $1,833,070 |
| PENTWATER CAPITAL MANAGEMENT LP | Other Service Provider | — | $1,795,718 | $1,795,718 |
| BENSON ELLIOT CAPITAL MGMT LLP | Other Service Provider | $229,618 | $1,558,438 | $1,788,056 |
| BLACKROCK INSTITUTIONAL TRUST CO., | Other Service Provider | $1,691,350 | — | $1,691,350 |
| VISTA CAP | Other Service Provider | $1,687,364 | — | $1,687,364 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $1,569,568 | — | $1,569,568 |
| WESTERN ASSET MANAGEMENT CO., LLC | Other Service Provider | $1,436,845 | — | $1,436,845 |
| PIMCO | Other Service Provider | $1,312,962 | — | $1,312,962 |
| CARLYLE | Other Service Provider | $1,197,821 | — | $1,197,821 |
| IR&M CREDIT | Other Service Provider | $1,112,127 | — | $1,112,127 |
| GOLDMAN SACHS ASSET MANAGEMENT | Other Service Provider | $1,074,699 | — | $1,074,699 |
| WELLINGTON MANAGEMENT | Other Service Provider | $1,012,714 | — | $1,012,714 |
| BLACKSTONE | Other Service Provider | $1,003,398 | — | $1,003,398 |
| ENCAP ENERGY CAPITAL FUND XI,L.P | Other Service Provider | $993,584 | — | $993,584 |
| REDMILE GROUP LLC | Other Service Provider | $878,860 | — | $878,860 |
| PROSKAUER ROSE LLP | ERISA Attorney | $834,643 | — | $834,643 |
| CAPITAL INTERNATIONAL INC. | Other Service Provider | $794,940 | — | $794,940 |
| MACQUARIE | Other Service Provider | $792,079 | — | $792,079 |
| J O HAMBRO CAP MGMT | Other Service Provider | $770,949 | — | $770,949 |
| DODGE AND COX | Other Service Provider | $751,235 | — | $751,235 |
| NAPIER PARK GLOBAL CAPITAL (US) LP | Other Service Provider | $643,454 | — | $643,454 |
| BLS GLOBAL EQUITY | Other Service Provider | $488,163 | $97,632 | $585,795 |
| DIMENSIONAL FUND ADVISORS LP | Other Service Provider | $571,861 | — | $571,861 |
| NB ALTERNATIVES ADVISORS LLC | Other Service Provider | $227,777 | $343,982 | $571,759 |
| AHL EVOLUTION LIMITED | Other Service Provider | — | $570,086 | $570,086 |
| WESTBROOK REAL ESTATE FUND | Other Service Provider | $545,339 | — | $545,339 |
| APOLLO NAVIGATOR MGMT I,LLC | Other Service Provider | $537,543 | — | $537,543 |
| FIDELITY TACTICAL BO | Other Service Provider | $525,350 | — | $525,350 |
| CLIFFWATER LLC | Other Service Provider | $500,000 | — | $500,000 |
| STEPSTONE GROUP LLC | Other Service Provider | $482,997 | — | $482,997 |
| AMERICAN SECURITIES | Other Service Provider | $481,282 | — | $481,282 |
| CONTRARIAN DRE III MANAGEMENT LLC | Other Service Provider | $446,769 | — | $446,769 |
| MONROE CAPITAL MANAGEMENT ADVISORS | Other Service Provider | $394,092 | — | $394,092 |
| EAGLE CAPITAL MGMT | Investment Advisor | $389,623 | — | $389,623 |
| VIOLA VENTURES VI | Other Service Provider | $380,769 | — | $380,769 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | Other Service Provider | $369,712 | — | $369,712 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $357,119 | — | $357,119 |
| PROVIDENCE EQUITY PARTNERS | Other Service Provider | $344,252 | — | $344,252 |
| WILLIAM BLAIR | Other Service Provider | $334,529 | — | $334,529 |
| SENTINEL CAPITAL PARTNERS | Other Service Provider | $332,164 | — | $332,164 |
| COOKE & BIELER, L.P. | Other Service Provider | $309,011 | — | $309,011 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $307,632 | — | $307,632 |
| ELDA RIVER CAPITAL MANAGEMENT, LLC | Other Service Provider | $305,705 | — | $305,705 |
| KPMG LLP | Auditor | $287,701 | — | $287,701 |
| APOLLO ADVISORS IX, LP | Other Service Provider | $281,064 | — | $281,064 |
| POLEN GLOBAL | Other Service Provider | $258,384 | — | $258,384 |
| GRANAHAN INVESTMENT MANAGEMENT INC. | Other Service Provider | $254,840 | — | $254,840 |
| SEVENTH CINVEN FUND | Other Service Provider | $244,696 | — | $244,696 |
| KAYNE ANDERSON CAPITAL ADVISORS, LP | Other Service Provider | $244,298 | — | $244,298 |
| LOOMIS SAYLES CORE | Other Service Provider | $235,214 | — | $235,214 |
| MFS INSTITUTIONAL ADVISOR, INC | Other Service Provider | $209,338 | — | $209,338 |
| ADVENT CAPITAL MANAGEMENT, LLC | Other Service Provider | $208,686 | — | $208,686 |
| CIM INVESTMENT MANAGEMENT LIMITED | Other Service Provider | $190,909 | — | $190,909 |
| PAI EUROPE VII | Other Service Provider | $184,757 | — | $184,757 |
| TRINITY STREET ASSET MANAGEMENT LLP | Other Service Provider | $184,124 | — | $184,124 |
| COHNREZNICK LLP | Other Service Provider | $182,451 | — | $182,451 |
| CLAYTON, DUBILIER & RICE FUND XI, L | Other Service Provider | $182,271 | — | $182,271 |
| RAMIREZ | Other Service Provider | $130,805 | — | $130,805 |
| SELECT EQUITY | Other Service Provider | $127,073 | — | $127,073 |
| PRINCIPAL ASSET MANAGEMENT | Investment Advisor | $120,239 | — | $120,239 |
| ELM TREE US NET IV | Other Service Provider | $119,270 | — | $119,270 |
| ALGERT GLOBAL LLC | Other Service Provider | $115,687 | — | $115,687 |
| NASDAQ EVESTMENT | Other Service Provider | $112,689 | — | $112,689 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $103,152 | — | $103,152 |
| BLACKSTONE PROPERTY ASSOCIATES L.P | Other Service Provider | $101,648 | — | $101,648 |
| AULDBRASS PARTNERS LP | Other Service Provider | $96,359 | — | $96,359 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $87,925 | — | $87,925 |
| INSIGHT INVESTMENT | Other Service Provider | $87,065 | — | $87,065 |
| B S R & CO LLP | Other Service Provider | $63,363 | — | $63,363 |
| FINANCIAL RISK MITIGATION INC | Other Service Provider | $39,850 | — | $39,850 |
| MAPLES | Other Service Provider | $36,858 | — | $36,858 |
| BLOOMBERG L.P. | Other Service Provider | $25,849 | — | $25,849 |
| HEITMAN | Other Service Provider | $22,094 | — | $22,094 |
| DUFF & PHELPS INVESTMENT MGMT CO. | Other Service Provider | $18,472 | — | $18,472 |
| MCCONNELL VALDES PLLC | Other Service Provider | $16,522 | — | $16,522 |
| HADDINGTON III | Other Service Provider | $13,680 | — | $13,680 |
| CRESTLINE DIRECT LENDING (US), L.P | Recordkeeper | $13,224 | — | $13,224 |
| 3I EUROFUND V | Other Service Provider | $10,897 | — | $10,897 |
| MORGAN LEWIS | ERISA Attorney | $9,059 | — | $9,059 |
| JLL V | Other Service Provider | $6,667 | — | $6,667 |
| MSCI INC. | Other Service Provider | $5,444 | — | $5,444 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CITIGROUP — Recordkeeper
- PROSKAUER ROSE LLP — ERISA Attorney
- EAGLE CAPITAL MGMT — Investment Advisor
- KPMG LLP — Auditor
- PRINCIPAL ASSET MANAGEMENT — Investment Advisor
- ALIGHT SOLUTIONS LLC — Recordkeeper
- CRESTLINE DIRECT LENDING (US), L.P — Recordkeeper
- MORGAN LEWIS — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,184,911
- Estimated Expense Ratio: 0.722% 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 |