2023 Form 5500 filing — Citco Technology Management, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923124459NAL0020419040001) for Citco Technology Management, Inc. 401(K) Retirement Plan, reported by Citco Technology Management, Inc. under EIN 65-0307157 and plan number 001. It reports 1,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923124459NAL0020419040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citco Technology Management, Inc.
- EIN
- 65-0307157
- Plan number
- 001
- Location
- Ft Lauderdale, FL
- Participants
- 1,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,604,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $231,604,876
- Employer contributions
- $4,078,737
- Participant contributions
- $9,456,956
- Total income / additions
- $53,348,329
- Benefits paid
- $16,020,830
- Administrative expenses
- $406,651
- Total expenses
- $16,497,223
- Net increase / (decrease)
- $36,851,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $300,664 | $0 |
| Creative Planning LLC | NONE | $100,857 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $4,732 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $400 | not reported in the loaded dataset |