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Original filing (PDF)20251015153625NAL0002566483004
CITRIN COOPERMAN ADVISORS LLC
Form 5500
FILING_RECEIVED
CITRIN COOPERMAN RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,408
Accounts w/ balance
2,891
Plan assets (EOY)
$369.8M
Net assets (EOY)
$369.8M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITRIN COOPERMAN ADVISORS LLC.
Plan sponsor
Name
CITRIN COOPERMAN ADVISORS LLC
EIN
87-2525370
Address
50 ROCKEFELLER PLAZA · NEW YORK, NY · 10020
Phone
(212) 697-1000
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TMI CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
37 direct securities· $363.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund: Adm Shares * Vanguard Institutional Index Fund Inst'l Mutual Fund - | — | — | — | $59.2M | 16.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - | — | — | — | $34.5M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund - | — | — | — | $29.5M | 8.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - | — | — | — | $27.8M | 7.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - | — | — | — | $26.6M | 7.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - | — | — | — | $25.1M | 6.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - | — | — | — | $22.3M | 6.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - | — | — | — | $19.4M | 5.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - | — | — | — | $13.1M | 3.5% | |
| Shares * Vanguard Target Retirement 2020 Fund Mutual Fund - | — | — | — | $13.1M | 3.5% | |
| Shares * Vanguard Mid-Cap Index Fund Institutional Mutual Fund - | — | — | — | $10.0M | 2.7% | |
| Vanguard Treasury Money Market Fund Money Market Fund - | — | — | — | $9.7M | 2.6% | |
| Admiral Shares * Vanguard Small-Cap Index Fund Institutional Mutual Fund - | — | — | — | $8.5M | 2.3% | |
| Income Portfolio R6 Baron Growth Fund Mutual Fund - | — | — | — | $8.1M | 2.2% | |
| Vanguard Target Retirement Income Mutual Fund - | — | — | — | $6.4M | 1.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund - | — | — | — | $6.1M | 1.6% | |
| Class Jensen Quality Growth Fund; Class Y Mutual Fund - | — | — | — | $5.8M | 1.6% | |
| Columbia Contrarian Core Fund; Institutional Mutual Fund - | — | — | — | $4.8M | 1.3% | |
| Institutional Shares * Vanguard Total International Stock Index Fd Mutual Fund - | — | — | — | $4.7M | 1.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - | — | — | — | $3.9M | 1.0% | |
| Vanguard Emerging Markets Stock Index Mutual Fund - | — | — | — | $2.6M | 0.7% | |
| PIMCO Total Return Fund; Institutional Mutual Fund - | — | — | — | $2.4M | 0.6% | |
| Notes Receivable from Participants Interest rates range - | — | — | — | $2.3M | 0.6% | |
| Class Royce Premier Fund; Institutional Class Mutual Fund - | — | — | — | $1.9M | 0.5% | |
| Oakmark International Fund; Investor Class Mutual Fund - | — | — | — | $1.9M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund - | — | — | — | $1.9M | 0.5% | |
| Portfolio Carillon Scout Mid Cap Fund, Class I Mutual Fund - | — | — | — | $1.8M | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - | — | — | — | $1.7M | 0.4% | |
| Vanguard Inflation-Protected Securities Mutual Fund - | — | — | — | $1.4M | 0.4% | |
| Selected American Shares Fund; Class D Mutual Fund - | — | — | — | $1.3M | 0.4% | |
| FPA Crescent Fund Mutual Fund - | — | — | — | $1.2M | 0.3% | |
| 3 Class DFA Global Real Estate Securities Portfolio Mutual Fund - | — | — | — | $1.1M | 0.3% | |
| American Funds Moderate Growth and Mutual Fund - | — | — | — | $1.0M | 0.3% | |
| BlackRock Strategic Income Opportunities Mutual Fund - | — | — | — | $835K | 0.2% | |
| Fund Admiral Shr * Vanguard GNMA Fund Admiral Shares Mutual Fund - | — | — | — | $808K | 0.2% | |
| Grandeur Peak Int'l Opportunities Fund; Inst. Mutual Fund - | — | — | — | $552K | 0.1% | |
| The Merger Fund Mutual Fund - | — | — | — | $417K | 0.1% |
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