What public Form 5500 filings show about the Citigroup Inc. 401(k) plan — and how to find and check your own account.
Citigroup Inc. (EIN 52-1568099) reports CITI RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $23.2B in plan assets across 74,487 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 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 Citigroup Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KPMG, BANK OF NEW YORK MELLON, T ROWE PRICE ASSOCIATES, HEITMAN, WILLIS TOWERS WATSON, PROSKAUER ROSE LLP.
