Citco Technology Management, Inc. 401(K) Retirement Plan — Form 5500 plan (Citco Technology Management, Inc.)
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, Citco Technology Management, Inc. 401(K) Retirement Plan is a benefit plan reported by Citco Technology Management, Inc. under EIN 65-0307157 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,429 participants and $231,604,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citco Technology Management, Inc.
- EIN
- 65-0307157
- Plan number
- 001
- Plan type
- 2
- Location
- Ft Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 1,429
- End-of-year plan assets
- $231,604,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,429 | H, C | 20240923124459NAL0020419040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,604,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,604,876
- Net assets (BOY)
- $194,753,770
Income & contributions
- Employer contributions
- $4,078,737
- Participant contributions
- $9,456,956
- Total contributions
- $14,226,894
- Total income / additions
- $53,348,329
Expenses & distributions
- Benefits paid
- $16,020,830
- Administrative expenses
- $406,651
- Total expenses
- $16,497,223
- Net increase / (decrease)
- $36,851,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $300,664 | $0 | 2023 |
| Creative Planning LLC | NONE | $100,857 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $4,732 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citco Technology Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ft Lauderdale, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation