How big is Citadel Insurance Services, LC's plan?

Citadel Insurance Services, LC's plan reported $4.4M in assets and 58 participants for 2022.

Original filing (PDF)20230603190711NAL0024017137001

Citadel Insurance Services, LC

Name: Citadel Insurance Services, LC — Form 5500 (2022)
Creator: Citadel Insurance Services, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Citadel Insurance Services, LC held $4.4M in plan assets for 58 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

JEFF Hill signed Citadel Insurance Services, LC's 2022 Form 5500 as plan administrator.

JEFF Hill — 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 Insurance Services, LC's EIN is 20-8411049.

EIN 20-8411049

Plan number 001

Plan year 2022

ACK ID 20230603190711NAL0024017137001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Citadel Insurance Services, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Citadel Insurance Services, LC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 INSURANCE SERVICES, LC.

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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

Helping the score