Citisoft, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Citisoft, INC.
  • Sponsor EIN: 542075416
  • Sponsor Address: 303 CONGRESS STREET, BOSTON, MA, 02210
  • Plan Type: 401(k)
  • Total Participants: 76
  • Total Assets: $15.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202476$15.5M$0$949,844
202371$12.3M$0$803,404
202263$9.6M$0$628,696

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