Citi Retirement Savings Plan
Sponsored by Citigroup Inc. · EIN 521568099 · Plan #004
- Total assets
- $23.2B
- Net assets
- $23.2B
- Active participants
- 74,487
- With balances
- 117,203
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 |
|---|---|---|
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Insight North America Llc CRD 145995 | fuzzy_auto · 100% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | deterministic · 100% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
| Tt International Asset Management Ltd CRD 110858 | 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 | $4,450,700 |
| Blackrock Institutional Trust Co,Na | Trustee (institutional), Trustee (discretionary), Investment management | $4,009,867 |
| Bank Of New York Mellon | Custodial (other), Trustee (institutional), Investment management | $988,734 |
| Mfs Institutional Advisors | Investment management, Direct payment from the plan | $804,463 |
| T Rowe Price Associates, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $779,869 |
| Wcm Investment Management, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $779,699 |
| Lazard Asset Management Llc | Investment advisory (participants), Direct payment from the plan, Other commissions | $710,610 |
| Acadian Asset Management Llc | Investment management, Direct payment from the plan | $500,836 |
| William Blair Investment Mgmt, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $462,301 |
| Principal Small Cap Select | Investment management, Direct payment from the plan, Investment management fees (direct) | $457,102 |
| Insight Investments | Investment management, Direct payment from the plan, Investment management fees (direct) | $403,997 |
| Boston Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $387,537 |
| Mellon Investments Corporation | Investment management, Direct payment from the plan, Investment management fees (direct) | $365,485 |
| Kpmg | Accounting, Direct payment from the plan | $313,189 |
| Heitman Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $256,603 |
| Willis Towers Watson | Consulting (pension), Direct payment from the plan | $202,556 |
| Tt International | Investment management, Direct payment from the plan, Investment management fees (direct) | $147,211 |
| Callan Holdings' Inc. | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $139,694 |
| Mercer | Consulting (general), Direct payment from the plan | $130,174 |
| Bsr | Other services, Direct payment from the plan | $120,036 |
| Fiduciary Counselors | Consulting (general), Direct payment from the plan | $59,869 |
| Proskauer Rose Llp | Legal, Direct payment from the plan | $20,839 |
| Morgan, Lewis And Bockius Llp | Legal, Direct payment from the plan | $13,347 |