How big is Citadel Capital Management Inc.'s plan?

Citadel Capital Management Inc.'s plan reported $617K in assets and 4 participants for 2024.

Original filing (PDF)20250403100018NAL0011374801001

Citadel Capital Management Inc.

Name: Citadel Capital Management Inc. — Citadel Capital, Form 5500 (2024)
Creator: Citadel Capital Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citadel Capital Management Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Citadel Capital Management Inc.'s Citadel Capital Management Inc. 401(k) Profit Sharing Plan & Trust held $617K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$617K

Net assets (EOY)

$617K

Plan identifiers

Citadel Capital Management Inc.'s EIN is 20-0021015.

EIN 20-0021015

Plan number 003

Plan year 2024

ACK ID 20250403100018NAL0011374801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citadel Capital Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citadel Capital Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITADEL CAPITAL MANAGEMENT INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off