Citi Retirement Savings Plan For Puerto Rico
Sponsored by Citibank, N.A. Puerto Rico, A Subsidiary Of Citigroup Inc. · EIN 660177415 · Plan #002
- Total assets
- $50.1M
- Net assets
- $50.1M
- Active participants
- 103
- With balances
- 322
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 |
|---|---|---|
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $9,749 |
| Blackrock Institutional Trust Co. | Trustee (institutional), Trustee (discretionary), Investment management | $8,784 |
| Wcm Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,708 |
| Lazard Asset Management Llc | Investment advisory (participants), Direct payment from the plan, Other commissions | $1,556 |
| William Blair Investment Mgmt, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,013 |
| Boston Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $849 |