Plan Ledger DOL Form 5500 · updated monthly

Citadel Enterprise Americas LLC401(k)

CITADEL RETIREMENT SAVINGS PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Citadel Enterprise Americas LLC reported $38,960 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,686 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.002% to 0.004%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 40th-largest of 3,644 plans among Florida employers on file, and the 150th of 4,798 in finance & insurance. In 2024, employees put in $2.90 for every $1.00 the employer contributed; active participation has grown from 3,356 to 3,912 since 2022.

Plan summary
Net assets, end of year$1,206,916,762
Participants with balances5,704
Active participants3,912
Employer contributions$30,067,879
Employee contributions$87,241,489
Employer contribution per active participant$7,686
Average account balance$211,591
Benefits paid to participants$78,237,236
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSE COOPERS
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 5,704 accts · $30.1M emplr
2023$974.1M · 5,132 accts · $26.8M emplr
2022$746.5M · 4,917 accts · $24.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,960
Total administrative$38,960
The Citadel Enterprise Americas LLC 401(k) match · 2024
Employer contribution per active participant$7,686
Median for plans this size$5,259
2024$7,686 per active participant
2023$7,745 per active participant
2022$7,314 per active participant

Citadel Enterprise Americas LLC's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,960 · 0.00%
2023$22,957 · 0.00%
2022$16,821 · 0.00%
Same employer
Similar plansFinance & Insurance · Florida
Brown & Brown, Inc. FL$2.0B · 0.05%
Assuredpartners, Inc. FL$1.1B · 0.07%
Southstate Bank, N.A. FL$809.8M · 0.06%
Ncci Holdings, Inc. FL$505.8M · 0.06%
Eimfl LLC FL$457.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364108019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.