How big is Citivest, Inc.'s plan?

Citivest, Inc.'s plan reported $3.0M in assets and 25 participants for 2025.

Original filing (PDF)20260512120125NAL0008483712001

Citivest, Inc.

Name: Citivest, Inc. — Citivest, Inc. Employees 401(k), Form 5500 (2025)
Creator: Citivest, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citivest, Inc. Employees 401(k) Profit Sharing Plan

401(k) retirement plan · Citivest, Inc.'s Citivest, Inc. Employees 401(k) Profit Sharing Plan held $3.0M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Dana Haynes signed Citivest, Inc.'s 2025 Form 5500 as plan administrator.

Dana Haynes — 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

Citivest, Inc.'s EIN is 33-0280717.

EIN 33-0280717

Plan number 001

Plan year 2025

ACK ID 20260512120125NAL0008483712001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Citivest, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Citivest, 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 CITIVEST, 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