Plan Snapshot
- Plan Sponsor: Citizens Energy Group
- Sponsor EIN: 356000930
- Sponsor Address: 2020 N. MERIDIAN STREET, INDIANAPOLIS, IN, 46202
- Plan Type: DB
- Plan Number: 005
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 41 | $7.8M | $0 | $0 |
| 2023 | 47 | $8.4M | $381,000 | $0 |
| 2022 | 53 | $8.1M | $381,000 | $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 |
|---|---|---|---|---|
| MERCER (US) LLC | Investment Advisor | $225,577 | — | $225,577 |
| FAEGRE DRINKER BIDDLE & REATH LLP | ERISA Attorney | $86,319 | — | $86,319 |
| PRINCIPAL TRUST COMPANY | Recordkeeper | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER (US) LLC — Investment Advisor
- FAEGRE DRINKER BIDDLE & REATH LLP — ERISA Attorney
- PRINCIPAL TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,396
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 |
|---|---|---|---|---|---|
| 2025 | $4,080,832 | — | — | — | — |
| 2024 | $329,496 | — | — | — | — |
| 2023 | $49,936 | — | — | — | — |
| 2022 | $20,260 | — | $7,500 | — | — |