What public Form 5500 filings show about the Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup Inc. 401(k) plan — and how to find and check your own account.
Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup Inc. (EIN 66-0177415) reports CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO on its most recent Form 5500, with $50.1M in plan assets across 103 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 Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Alight Solutions, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WCM INVESTMENT MANAGEMENT, BOSTON PARTNERS, BLACKROCK INSTITUTIONAL TRUST CO, LAZARD ASSET MANAGEMENT, WILLIAM BLAIR INVESTMENT MGMT.
