Plan Snapshot
- Plan Sponsor: Citisoft, INC.
- Sponsor EIN: 542075416
- Sponsor Address: 303 CONGRESS STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 76 | $15.5M | $0 | $949,844 |
| 2023 | 71 | $12.3M | $0 | $803,404 |
| 2022 | 63 | $9.6M | $0 | $628,696 |
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