Citrin Cooperman & Company, Llp 401(k) Plan: Login, Facts & Contact Information

Citrin Cooperman & Company, Llp 401(k) Plan Facts

Plan name
CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CITRIN COOPERMAN & COMPANY, LLP
Participants
1,723 (1,949 active employees)
Former employees with a balance
421
Plan assets
$291,953,905 at Dec 31, 2023
Average account balance
$124,767 across 2,340 accounts
Employer contributions
$5,239,441 in plan year 2023 (8% of all contributions)
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1990
✓ 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 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 11, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $68.1 million went into the plan in contributions, $5.24 million of it from the employer (8%).
  • $13.7 million was paid out to participants.
  • Investment and other income added $38.8 million.
  • Administrative expenses were $1,079, about $0 per account.

How the Citrin Cooperman & Company, Llp 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20181,007$115.5 million$2.13 million$5.23 million
20191,108$152.6 million$2.34 million$5.80 million
20201,201$187.5 million$2.61 million$7.08 million
20211,301$225.4 million$2.79 million$11.9 million
20221,387$198.3 million$3.21 million$18.7 million
20231,723$292.0 million$5.24 million$13.7 million

Citrin Cooperman & Company, Llp 401(k) Contact Information

Phone
212-697-1000
Mailing address
50 ROCKEFELLER PLAZA, NEW YORK NY 10020
Plan sponsor
CITRIN COOPERMAN & COMPANY, LLP
Employer identification number (EIN)
22-2428965
Plan number
001

Questions about the Citrin Cooperman & Company, Llp 401(k)

Does Citrin Cooperman & Company, Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $5.24 million, 8% of all contributions.

Does the Citrin Cooperman & Company, Llp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Citrin Cooperman & Company, Llp 401(k) plan?

1,723 participants at the start of plan year 2023, 1,949 of them active employees, and 421 former employees who still had money in the plan.

What is the average 401(k) balance at Citrin Cooperman & Company, Llp?

About $124,767 per account: $292.0 million in plan assets across 2,340 accounts with a balance at the end of plan year 2023.

Who manages the Citrin Cooperman & Company, Llp 401(k) accounts?

CMC INTERACTIVE LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Citrin Cooperman & Company, Llp. How do I access my 401(k)?

Your account stays with CMC INTERACTIVE LLC 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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