# Citigroup INC. DB Plan
Source: https://planprovider.pro/companies/citigroup-inc-plan-020

> Citigroup INC.'s DB plan: 14,217 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:** 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|NONE|$9,004,594|—|$9,004,594|

| CITIGROUP|SAME|$5,485,988|—|$5,485,988|

| KKR & CO. L.P|NONE|$4,425,258|—|$4,425,258|

| IK PARTNERS|NONE|$4,096,535|—|$4,096,535|

| WATERWHEEL HELLENIC OPPORTUNITIES F|NONE|$3,030,834|—|$3,030,834|

| WOODLINE PARTNERS LP|NONE|—|$2,445,447|$2,445,447|

| FTV VI|NONE|$2,297,017|—|$2,297,017|

| SIXTH CINVEN FUND LP|NONE|$2,147,789|—|$2,147,789|

| GSO ENERGY MARKET OPPORTUNITIES FUN|NONE|$1,833,070|—|$1,833,070|

| PENTWATER CAPITAL MANAGEMENT LP|NONE|—|$1,795,718|$1,795,718|

| BENSON ELLIOT CAPITAL MGMT LLP|NONE|$229,618|$1,558,438|$1,788,056|

| BLACKROCK INSTITUTIONAL TRUST CO.,|NONE|$1,691,350|—|$1,691,350|

| VISTA CAP|NONE|$1,687,364|—|$1,687,364|

| BANK OF NEW YORK MELLON|TRUSTEE|$1,569,568|—|$1,569,568|

| WESTERN ASSET MANAGEMENT CO., LLC|NONE|$1,436,845|—|$1,436,845|

| PIMCO|NONE|$1,312,962|—|$1,312,962|

| CARLYLE|NONE|$1,197,821|—|$1,197,821|

| IR&M CREDIT|NONE|$1,112,127|—|$1,112,127|

| GOLDMAN SACHS ASSET MANAGEMENT|NONE|$1,074,699|—|$1,074,699|

| WELLINGTON MANAGEMENT|NONE|$1,012,714|—|$1,012,714|

| BLACKSTONE|NONE|$1,003,398|—|$1,003,398|

| ENCAP ENERGY CAPITAL FUND XI,L.P|NONE|$993,584|—|$993,584|

| REDMILE GROUP LLC|NONE|$878,860|—|$878,860|

| PROSKAUER ROSE LLP|NONE|$834,643|—|$834,643|

| CAPITAL INTERNATIONAL INC.|NONE|$794,940|—|$794,940|

| MACQUARIE|NONE|$792,079|—|$792,079|

| J O HAMBRO CAP MGMT|NONE|$770,949|—|$770,949|

| DODGE AND COX|NONE|$751,235|—|$751,235|

| NAPIER PARK GLOBAL CAPITAL (US) LP|NONE|$643,454|—|$643,454|

| BLS GLOBAL EQUITY|NONE|$488,163|$97,632|$585,795|

| DIMENSIONAL FUND ADVISORS LP|NONE|$571,861|—|$571,861|

| NB ALTERNATIVES ADVISORS LLC|NONE|$227,777|$343,982|$571,759|

| AHL EVOLUTION LIMITED|NONE|—|$570,086|$570,086|

| WESTBROOK REAL ESTATE FUND|NONE|$545,339|—|$545,339|

| APOLLO NAVIGATOR MGMT I,LLC|NONE|$537,543|—|$537,543|

| FIDELITY TACTICAL BO|NONE|$525,350|—|$525,350|

| CLIFFWATER LLC|NONE|$500,000|—|$500,000|

| STEPSTONE GROUP LLC|NONE|$482,997|—|$482,997|

| AMERICAN SECURITIES|NONE|$481,282|—|$481,282|

| CONTRARIAN DRE III MANAGEMENT LLC|NONE|$446,769|—|$446,769|

| MONROE CAPITAL MANAGEMENT ADVISORS|NONE|$394,092|—|$394,092|

| EAGLE CAPITAL MGMT|NONE|$389,623|—|$389,623|

| VIOLA VENTURES VI|NONE|$380,769|—|$380,769|

| HOOD RIVER CAPITAL MANAGEMENT LLC|NONE|$369,712|—|$369,712|

| STATE STREET GLOBAL ADVISORS|NONE|$357,119|—|$357,119|

| PROVIDENCE EQUITY PARTNERS|NONE|$344,252|—|$344,252|

| WILLIAM BLAIR|NONE|$334,529|—|$334,529|

| SENTINEL CAPITAL PARTNERS|NONE|$332,164|—|$332,164|

| COOKE & BIELER, L.P.|NONE|$309,011|—|$309,011|

| T. ROWE PRICE ASSOCIATES, INC.|NONE|$307,632|—|$307,632|

| ELDA RIVER CAPITAL MANAGEMENT, LLC|NONE|$305,705|—|$305,705|

| KPMG LLP|NONE|$287,701|—|$287,701|

| APOLLO ADVISORS IX, LP|NONE|$281,064|—|$281,064|

| POLEN GLOBAL|NONE|$258,384|—|$258,384|

| GRANAHAN INVESTMENT MANAGEMENT INC.|NONE|$254,840|—|$254,840|

| SEVENTH CINVEN FUND|NONE|$244,696|—|$244,696|

| KAYNE ANDERSON CAPITAL ADVISORS, LP|NONE|$244,298|—|$244,298|

| LOOMIS SAYLES CORE|NONE|$235,214|—|$235,214|

| MFS INSTITUTIONAL ADVISOR, INC|NONE|$209,338|—|$209,338|

| ADVENT CAPITAL MANAGEMENT, LLC|NONE|$208,686|—|$208,686|

| CIM INVESTMENT MANAGEMENT LIMITED|NONE|$190,909|—|$190,909|

| PAI EUROPE VII|NONE|$184,757|—|$184,757|

| TRINITY STREET ASSET MANAGEMENT LLP|NONE|$184,124|—|$184,124|

| COHNREZNICK LLP|NONE|$182,451|—|$182,451|

| CLAYTON, DUBILIER & RICE FUND XI, L|NONE|$182,271|—|$182,271|

| RAMIREZ|NONE|$130,805|—|$130,805|

| SELECT EQUITY|NONE|$127,073|—|$127,073|

| PRINCIPAL ASSET MANAGEMENT|NONE|$120,239|—|$120,239|

| ELM TREE US NET IV|NONE|$119,270|—|$119,270|

| ALGERT GLOBAL LLC|NONE|$115,687|—|$115,687|

| NASDAQ EVESTMENT|NONE|$112,689|—|$112,689|

| LAZARD ASSET MANAGEMENT LLC|NONE|$103,152|—|$103,152|

| BLACKSTONE PROPERTY ASSOCIATES L.P|NONE|$101,648|—|$101,648|

| AULDBRASS PARTNERS LP|NONE|$96,359|—|$96,359|

| ALIGHT SOLUTIONS LLC|NONE|$87,925|—|$87,925|

| INSIGHT INVESTMENT|NONE|$87,065|—|$87,065|

| B S R & CO LLP|NONE|$63,363|—|$63,363|

| FINANCIAL RISK MITIGATION INC|NONE|$39,850|—|$39,850|

| MAPLES|NONE|$36,858|—|$36,858|

| BLOOMBERG L.P.|NONE|$25,849|—|$25,849|

| HEITMAN|NONE|$22,094|—|$22,094|

| DUFF & PHELPS INVESTMENT MGMT CO.|NONE|$18,472|—|$18,472|

| MCCONNELL VALDES PLLC|NONE|$16,522|—|$16,522|

| HADDINGTON III|NONE|$13,680|—|$13,680|

| CRESTLINE DIRECT LENDING (US), L.P|NONE|$13,224|—|$13,224|

| 3I EUROFUND V|NONE|$10,897|—|$10,897|

| MORGAN LEWIS|NONE|$9,059|—|$9,059|

| JLL V|NONE|$6,667|—|$6,667|

| MSCI INC.|NONE|$5,444|—|$5,444|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CITIGROUP](https://planprovider.pro/provider/jp-morgan-asset-management) — SAME

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [EAGLE CAPITAL MGMT](https://planprovider.pro/provider/eagle-capital-management-llc) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [PRINCIPAL ASSET MANAGEMENT](https://planprovider.pro/provider/principal-asset-management) — NONE

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [CRESTLINE DIRECT LENDING (US), L.P](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN LEWIS](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

## 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|

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