Citizens Bank Group, Inc. Retirement Savings Plan
Sponsored by Citizens Bank Group Inc. · EIN 411704160 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 127
- With balances
- 118
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 |
|---|---|---|
| Security Financial Services, Inc. CRD 122050 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $25,774 |
| Securian Financial Services | Investment advisory (plan) | $24,004 |