How big is Citrus Systems Inc.'s plan?

Citrus Systems Inc.'s plan reported $1.4M in assets and 106 participants for 2024.

Original filing (PDF)20250717153218NAL0000771856001

Citrus Systems Inc.

Name: Citrus Systems Inc. — Citrus Systems 401(k) Plan, Form 5500 (2024)
Creator: Citrus Systems Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrus Systems 401(k) Plan

401(k) retirement plan · Citrus Systems Inc.'s Citrus Systems 401(k) Plan held $1.4M in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marcus Bowie signed Citrus Systems Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Citrus Systems Inc.'s EIN is 41-1547074.

EIN 41-1547074

Plan number 001

Plan year 2024

ACK ID 20250717153218NAL0000771856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citrus Systems Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citrus Systems 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 CITRUS SYSTEMS INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score