Citco Technology Management 401(k) Plan: Login, Facts & Contact Information

Citco Technology Management 401(k) Plan Facts

Plan name
CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CITCO TECHNOLOGY MANAGEMENT, INC.
Participants
1,347 (761 active employees)
Former employees with a balance
446
Plan assets
$271,150,997 at Dec 31, 2024
Average account balance
$241,883 across 1,121 accounts
Employer contributions
$4,188,172 in plan year 2024 (27% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ Employer contributions✓ Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.3 million went into the plan in contributions, $4.19 million of it from the employer (27%).
  • $14.0 million was paid out to participants.
  • Investment and other income added $38.7 million.
  • Administrative expenses were $457,999, about $409 per account.

How the Citco Technology Management 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,366$174.0 million$3.27 million$8.66 million
20201,330$200.5 million$2.90 million$11.7 million
20211,298$228.1 million$3.22 million$11.7 million
20221,312$194.8 million$3.28 million$7.04 million
20231,429$231.6 million$4.08 million$16.0 million
20241,347$271.2 million$4.19 million$14.0 million

Citco Technology Management 401(k) Contact Information

Phone
954-351-7244
Mailing address
5900 N ANDREWS SUITE 700, FT LAUDERDALE FL 33309
Plan sponsor
CITCO TECHNOLOGY MANAGEMENT, INC.
Employer identification number (EIN)
65-0307157
Plan number
001

Questions about the Citco Technology Management 401(k)

Does Citco Technology Management contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.19 million, 27% of all contributions.

Does the Citco Technology Management 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Citco Technology Management 401(k) plan?

1,347 participants at the start of plan year 2024, 761 of them active employees, and 446 former employees who still had money in the plan.

What is the average 401(k) balance at Citco Technology Management?

About $241,883 per account: $271.2 million in plan assets across 1,121 accounts with a balance at the end of plan year 2024.

Who manages the Citco Technology Management 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Citco Technology Management. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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