Rosemaria Altieri signed Citadel Servicing Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citadel Servicing Corporation's EIN is 20-8006279.
Download the official 2024 Form 5500 (PDF) for Citadel Servicing Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citadel Servicing Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 20.0% | |
| NUVEEN LIFECYCLE INDEX 2050-CLASS R SEI DWIGHT FUNDS · EIN 85-3138760 / PN 043 | Common Collective Trust | — | — | $686K | 10.7% | |
| NUVEEN LIFECYCLE INDEX 2055-CLASS R SEI DWIGHT FUNDS · EIN 85-3165477 / PN 043 | Common Collective Trust | — | — | $593K | 9.3% | |
| NUVEEN LIFECYCLE INDEX 2040-CLASS R SEI DWIGHT FUNDS · EIN 85-3093428 / PN 043 | Common Collective Trust | — | — | $577K | 9.0% | |
| NUVEEN LIFECYCLE INDEX 2035-CLASS R SEI DWIGHT FUNDS · EIN 85-3078653 / PN 043 | Common Collective Trust | — | — | $494K | 7.7% | |
| NUVEEN LIFECYCLE INDEX 2030-CLASS R SEI DWIGHT FUNDS · EIN 85-3029802 / PN 043 | Common Collective Trust | — | — | $441K | 6.9% | |
| JPMorgan Lrg Cp Growth Fnd R6 Mutual fund | Other securities | — | — | $432K | 6.8% | |
| NUVEEN LIFECYCLE INDEX 2045-CLASS R SEI DWIGHT FUNDS · EIN 85-3115258 / PN 043 | Common Collective Trust | — | — | $372K | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2025-CLASS R SEI DWIGHT FUNDS · EIN 85-3015123 / PN 043 | Common Collective Trust | — | — | $178K | 2.8% | |
| NUVEEN LIFECYCLE INDEX 2065-CLASS R SEI DWIGHT FUNDS · EIN 85-3241339 / PN 043 | Common Collective Trust | — | — | $175K | 2.7% | |
| Vanguard Equity Income Fund Adm Mutual fund | Mutual Funds | — | — | $165K | 2.6% | |
| Fidelity Mid Cap Index Fd Mutual fund | Mutual Funds | — | — | $143K | 2.2% | |
| Fidelity Sm Cp Ind Fund Mutual fund | Mutual Funds | — | — | $124K | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2060-CLASS R SEI DWIGHT FUNDS · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $107K | 1.7% | |
| Participant Loans Notes receivable from participants | Participant loans | — | — | $96K | 1.5% | |
| Fidelity US Bd Idx Fund Mutual fund | Common Collective Trusts | — | — | $93K | 1.5% | |
| Fidelity International Idx Fd Mutual fund | Common Collective Trusts | — | — | $81K | 1.3% | |
| Voya Fixed Account 4450 Guaranteed Interest Account | Other securities | — | — | $71K | 1.1% | |
| American Funds EuroPacific Grw R6 Mutual fund | Mutual Funds | — | — | $57K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2020-CLASS R SEI DWIGHT FUNDS · EIN 85-2999137 / PN 043 | Common Collective Trust | — | — | $40K | 0.6% | |
| Franklin Small Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $40K | 0.6% | |
| Vanguard Explorer Fund Adm Mutual fund | Mutual Funds | — | — | $39K | 0.6% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT I SEI DWIGHT FUNDS · EIN 87-3562082 / PN 043 | Common Collective Trust | — | — | $33K | 0.5% | |
| JPMorgan Core Plus Bond Fund R6 Mutual fund | Other securities | — | — | $32K | 0.5% | |
| Voya Gov Money Mkt Fnd A Mutual fund | Cash / Money Market | — | — | $20K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2015-CLASS R SEI DWIGHT FUNDS · EIN 85-2959174 / PN 043 | Common Collective Trust | — | — | $11K | 0.2% | |
| Janus Hndrsn Enterprise Fund N Mutual fund | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
