How big is Citrine Investment Group, LLC's plan?

Citrine Investment Group, LLC's plan reported $73K in assets and 4 participants for 2025.

Original filing (PDF)20260428220217NAL0005805043033

Citrine Investment Group, LLC

Name: Citrine Investment Group, LLC — Citrine Investment, Form 5500 (2025)
Creator: Citrine Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrine Investment Group 401(k) Plan

401(k) retirement plan · Citrine Investment Group, LLC's Citrine Investment Group 401(k) Plan held $73K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

Plan identifiers

Citrine Investment Group, LLC's EIN is 37-2065927.

EIN 37-2065927

Plan number 001

Plan year 2025

ACK ID 20260428220217NAL0005805043033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Citrine Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Citrine Investment Group, LLC'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 CITRINE INVESTMENT GROUP, LLC.

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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