Citigroup 401k Plan

Wealthminder's Take

Citigroup 401k Plan at Citigroup Inc. in the Finance and Insurance industry has 24 investment options, and a total of $11,636,897,397.00 in assets. With 171,396 participants, the Citigroup 401k Plan has an average balance per participant of $67,894.80.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
26
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
20
Company Match Level
34
Employee Participation Rate
31
Employee Contribution Level
10
Average Balance Size
35
Citigroup Inc. Details
Address
750 Washington Blvd., 9th Floor
Stamford, CT 06901
Telephone
718-248-1031
Total Assets
$11,636,897,397.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
171,396
Plan Investment Options
Name
Sponsor
Current Value
Ssga S&p 500 R Indx Sl Sf Cl I
State Street Bank And Trust Company
$1,741,628,906.00
Ssga Russell All Cap R Indx Sl Sf
State Street Bank And Trust Company
$721,015,604.00
Ssga Intl Indx Sl Sf Cl I
State Street Bank And Trust Company
$595,377,145.00
U.s. Diversified Bond Bl Sf Cl A
State Street Bank And Trust Company
$591,210,307.00
Ssga S&p Midcap R Indx Sl Sf Cl I
State Street Bank And Trust Company
$588,042,632.00
Ssga Russell Small Cap R Indx Sl Sf
State Street Bank And Trust Company
$495,708,725.00
Wellington Cif Ii Citigroup Growth
Wellington Management Trust Company
$283,997,543.00
Bfa Lifepath Index 2045 Fund
Blackrock Institutional Tr Co,n.a.
$258,708,731.00
Bfa Lifepath Index 2030 Fund
Blackrock Institutional Tr Co,n.a.
$215,023,812.00
Bfa Lifepath Index 2025 Fund
Blackrock Institutional Tr Co,n.a.
$203,963,076.00
Bfa Lifepath Retirement Fund
Blackrock Institutional Tr Co,n.a.
$201,911,050.00
Bfa Lifepath Index 2035 Fund
Blackrock Institutional Tr Co,n.a.
$191,829,041.00
Bfa Lifepath Index 2040 Fund
Blackrock Institutional Tr Co,n.a.
$187,052,040.00
Bfa Lifepath Index 2020 Fund
Blackrock Institutional Tr Co,n.a.
$183,895,006.00
Aew Capital Management Reit
Aew Capital Management, L.p.
$169,104,917.00
Ssga Emg Mkts Indx Nl Sf Cl A
State Street Bank And Trust Company
$135,885,747.00
Ssga U.s. Inflation Pro Bond Indx
State Street Bank And Trust Company
$106,873,164.00
Bfa Lifepath Index 2050 Fund
Blackrock Institutional Tr Co,n.a.
$106,485,032.00
Ssga Active Emg Mkts Select Nl Sf
State Street Bank And Trust Company
$70,411,387.00
Ssga Dj/ubs Roll Slct Cmmdty Idx Fn
State Street Bank And Trust Company
$31,942,985.00
Wellington Cif Ii Citigroup Emg
Wellington Management Trust Company
$31,928,737.00
Blackrock Lifepath Index 2055 Fund
Blackrock Institutional Tr Co, N.a.
$1,223,568.00
Bfa Lifepath Index 2015 Fund
Blackrock Institutional Tr Co,n.a.
$.00
Ssga U.s. Bond Indx Sl Sf Cl I
State Street Bank And Trust Company
$.00
Service Providers
  • Hewitt Associates Llc
  • Blackrock Institutional Trust Co
  • State Street Global Advisors
  • State Street Corporation
  • Barrow Hanley Mewhinney And Strauss
  • Numeric Investors Llc
  • Bank Of New York Mellon
  • William Blair And Company Llc
  • Vulcan Value Partners
  • T Rowe Price Associates Inc
  • Robeco
  • Reliance Trust Company
  • Towers Watson And Co
  • Segal Rogerscasey
  • Buckhead Capital Management
  • Broadridge
  • Morgan Lewis
  • Bsr And Company
  • Proskauer Rose
  • Fiduciary Counselors
  • Kpmg
  • Wellington Trust Comapny, N.a.
  • Dimensional Fund Advisors Lp
  • Pimco
  • Sei Trust Company
  • Dodge And Cox
  • Legg Mason Global Asset Mgmt
  • Hewitt Financial Services Llc
  • Western Asset Mgmt. Co.
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