How big is Citizens United's plan?

Citizens United's plan reported $972K in assets and 6 participants for 2024.

Original filing (PDF)20251003151559NAL0001558385001

Citizens United

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

Form 5500-SF

FILING_RECEIVED

Citizens United 401(k) Plan

401(k) retirement plan · Citizens United's Citizens United 401(k) Plan held $972K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

People on this filing

CHAD Carroll signed Citizens United's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Citizens United's EIN is 91-1433368.

EIN 91-1433368

Plan number 001

Plan year 2024

ACK ID 20251003151559NAL0001558385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Citizens United'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 CITIZENS UNITED.

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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