Citco Technology Management, Inc. 401(k) Retirement Plan
Sponsored by Citco Technology Management, Inc. · EIN 650307157 · Plan #001
- Total assets
- $271M
- Net assets
- $271M
- Active participants
- 761
- With balances
- 1,121
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $358,439 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $45,742 |
| Creative Planning Llc | Investment advisory (plan) | $39,345 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $12,474 |
| Qdro Consultants | Consulting (general), Direct payment from the plan | $2,000 |