How big is Citadel Management Services, LP's plan?

Citadel Management Services, LP's plan reported $2.3M in assets and 61 participants for 2024.

Original filing (PDF)20250820104552NAL0001563027001

Citadel Management Services, LP

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

Form 5500-SF

FILING_RECEIVED

Citadel Management Services, LP 401(k) Plan

401(k) retirement plan · Citadel Management Services, LP's Citadel Management Services, LP 401(k) Plan held $2.3M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Marty Pennell signed Citadel Management Services, LP's 2024 Form 5500 as plan administrator.

Marty Pennell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Citadel Management Services, LP's EIN is 20-5274660.

EIN 20-5274660

Plan number 001

Plan year 2024

ACK ID 20250820104552NAL0001563027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Citadel Management Services, LP'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 MANAGEMENT SERVICES, LP.

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Plan health score

Above-average plan

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