Citadel Retirement Plan — Form 5500 plan (Citadel Federal Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Citadel Retirement Plan is a benefit plan reported by Citadel Federal Credit Union under EIN 23-1357102 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $76,183,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citadel Federal Credit Union
- EIN
- 23-1357102
- Plan number
- 001
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $76,183,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20240625131040NAL0015348866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,183,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,183,158
- Net assets (BOY)
- $65,312,567
Income & contributions
- Employer contributions
- $2,940,939
- Participant contributions
- $3,592,796
- Total contributions
- $7,256,464
- Total income / additions
- $19,481,896
Expenses & distributions
- Benefits paid
- $8,551,488
- Administrative expenses
- $59,817
- Total expenses
- $8,611,305
- Net increase / (decrease)
- $10,870,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | ADVISOR | $37,494 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,472 | $0 | 2023 |