Imgard Ryan signed Citizens Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens Financial Group, Inc.'s EIN is 05-0412693.
Download the official 2024 Form 5500 (PDF) for Citizens Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.5M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $947K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.1B | 94.5% | |
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.1B | 32.8% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $457.5M | 14.1% | |
| VANGUARD INST TOTAL INTL STCK MKT I VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $258.4M | 7.9% | |
| FIDELITY FREEDOM INSTITUTIONAL CASH FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $157.4M | 4.8% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $135.7M | 4.2% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $130.8M | 4.0% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $124.5M | 3.8% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $119.0M | 3.7% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $114.1M | 3.5% | |
| VANGUARD INSTITUTIONAL TTL BD MKT I VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $105.9M | 3.3% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $89.9M | 2.8% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $89.3M | 2.7% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $67.1M | 2.1% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $48.3M | 1.5% | |
| BLACKROCK US TIPS NL-M BLACKROCK INST TRUST COMPANY, N.A. · EIN 45-4544033 / PN 001 | Common Collective Trust | — | — | $34.2M | 1.1% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $22.6M | 0.7% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $18.0M | 0.6% | |
| STATE ST US ST GOV/CRED BND IDX NL SSGA TRUST COMPANY · EIN 90-0337987 / PN 476 | Common Collective Trust | — | — | $15.1M | 0.5% | |
| FIDELITY FREEDOM INDEX TARGET DATE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $8.7M | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING INC | 61-0736136 | — | NONE | $108K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $86K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $4K | — |
