Cfg Retirement Savings Plan
Sponsored by Citizens Financial Group, Inc. · EIN 050412693 · Plan #002
- Total assets
- $3.2B
- Net assets
- $3.2B
- Active participants
- 17,701
- With balances
- 23,881
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $1,508,239 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $946,728 |
| Mercer Investment Consulting Inc | Other fees, Investment advisory (plan), Direct payment from the plan | $107,678 |
| Willis Towers Watson Us Llc | Other fees | $86,200 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $67,821 |
| Empower Financial Services, Inc. | Securities brokerage | $5,260 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $4,200 |