Citrix Systems, Inc. 401(k) Plan
Sponsored by Cloud Software Group, Inc. · EIN 770449727 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 2,051
- With balances
- 7,298
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $220,698 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $120,175 |
| Morgan Stanley Smith Barney | Consulting (general) | $72,948 |
| Pension Assurance Llp | Accounting | $15,840 |