Emily Eaton signed Citadel Enterprise Americas LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citadel Enterprise Americas LLC's EIN is 36-4108019.
Download the official 2024 Form 5500 (PDF) for Citadel Enterprise Americas LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citadel Enterprise Americas LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$64K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $322.9M | 26.8% | |
| Fidelity Contrafund | Mutual Funds | — | — | $122.0M | 10.1% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $77.1M | 6.4% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $75.0M | 6.2% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $71.7M | 5.9% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $67.7M | 5.6% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $52.5M | 4.3% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $38.8M | 3.2% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $37.9M | 3.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $36.2M | 3.0% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $30.1M | 2.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $22.7M | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $22.3M | 1.8% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $21.2M | 1.8% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $17.8M | 1.5% | |
| AS Small Company Growth Fund | Common Stocks | — | — | $17.7M | 1.5% | |
| Baron Asset Fund Institutional | Other securities | — | — | $17.6M | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $16.0M | 1.3% | |
| MFS Value Fund | Mutual Funds | — | — | $13.3M | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap | Other securities | — | — | $12.3M | 1.0% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $11.9M | 1.0% | |
| AS Special Mid Cap Value Bond | Other securities | — | — | $11.4M | 0.9% | |
| Fidelity International Small Cap Fund | Mutual Funds | — | — | $10.3M | 0.9% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $8.4M | 0.7% | |
| AS Emerging Markets Equity Fund | Other securities | — | — | $6.7M | 0.6% | |
| Loomis Sayles Core Plus Bond Fund Class N | Other securities | — | — | $6.1M | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $5.7M | 0.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| Fidelity Managed Income Portfolio Class 2 | Mutual Funds | — | — | $5.5M | 0.5% | |
| Cohen & Steers Realty Shares Fund Class Z | Other securities | — | — | $4.6M | 0.4% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $3.9M | 0.3% | |
| First Eagle Global Fund Class | Other securities | — | — | $2.7M | 0.2% | |
| Notes receivable from Participants | Other securities | — | — | $2.5M | 0.2% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $2.5M | 0.2% | |
| Fidelity Strategic Real Return Fund | Mutual Funds | — | — | $1.5M | 0.1% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $385K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
