# The Citizens Bank Of Philadelphia 401(k) Plan
Source: https://planprovider.pro/companies/the-citizens-bank-of-philadelphia-401k-plan

> The Citizens Bank Of Philadelphia's 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Citizens Bank Of Philadelphia

- **Sponsor EIN:** 640134511

- **Sponsor Address:** 521 MAIN STREET, PHILADELPHIA, MS, 39350

- **Plan Type:** 401(k)

- **Total Participants:** 289

- **Total Assets:** $30.5M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|289|$30.5M|$768,570|$1.2M|

| 2023|269|$27.9M|$707,508|$1.1M|

| 2022|277|$24.2M|$696,475|$1.1M|

## 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|

| CGC, PLLC|Auditor|$9,473|—|$9,473|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,473

- **Estimated Expense Ratio:** 0.031% 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|$101,077|$18,806|—|$9,473|—|

| 2023|$60,026|$64,324|—|$9,000|—|

| 2022|$87,268|$19,849|—|—|—|

## Similar Plans

- [The Citizens National Bank Of Meridian](https://planprovider.pro/companies/the-citizens-national-bank-of-meridian-401k-plan) — 301 participants

- [Planters Bank And Trust Company](https://planprovider.pro/companies/planters-bank-and-trust-company-401k-plan) — 255 participants

- [Priorityone Capital Corporation](https://planprovider.pro/companies/priorityone-capital-corporation-401k-plan) — 242 participants

- [Merchants & Marine Bank](https://planprovider.pro/companies/merchants-marine-bank-401k-plan) — 229 participants

- [First Security Bank](https://planprovider.pro/companies/first-security-bank-401k-plan) — 189 participants

- [First Security Bank](https://planprovider.pro/companies/first-security-bank-plan) — 170 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-citizens-bank-of-philadelphia-401k-plan)

© 2026 PlanProvider.Pro