What public Form 5500 filings show about the Citadel Insurance Services, LC 401(k) plan — and how to find and check your own account.
Citadel Insurance Services, LC (EIN 20-8411049) reports CITADEL INSURANCE SERVICES, LC on its most recent Form 5500, with $4.4M in plan assets across 58 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Citadel Insurance Services, LC filing — schedules, fees, and providers.
Citadel Insurance Services, LC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Citadel Insurance Services, LCHR for the recordkeeper’s name and login.
