Civic Intelligence

Citadel Servicing Corporation

Plan context: Citadel Servicing Corporation 401(K) Plan

EIN 20-8006279 • Lake Forest, CA • 14 filings • 3 plans

25531 Commercentre Dr Ste 160Lake Forest, CA 92630-8912
Current Snapshot

Latest Year

2024

2024 Participants

439

2024 Assets

$6,389,971

2024 Contributions

$2,545,107

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,389,971$3,194,986$0201920212024YearValue
$6,389,971Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5002500201720212024YearValue
439Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242439$6,389,971$2,545,107$5,798iApproximate average salary by contribution assumption: employee only about $144,938 at 4% or $96,625 at 6%; with 50% employer match about $96,625 at 4% or $64,417 at 6%; with 100% employer match about $72,469 at 4% or $48,313 at 6%.
Citadel Servicing Corporation 401(K) Plan-351$6,389,971$2,545,107$7,251iApproximate average salary by contribution assumption: employee only about $181,275 at 4% or $120,850 at 6%; with 50% employer match about $120,850 at 4% or $80,567 at 6%; with 100% employer match about $90,638 at 4% or $60,425 at 6%.
Citadel Servicing Health and Welfare Plan-439---
20232314$0$0-
Citadel Servicing Health and Welfare Plan-305---
Citadel Servicing Corporation 401(K) Plan-314---
20222500$2,372,134$1,206,786$2,414iApproximate average salary by contribution assumption: employee only about $60,339 at 4% or $40,226 at 6%; with 50% employer match about $40,226 at 4% or $26,817 at 6%; with 100% employer match about $30,170 at 4% or $20,113 at 6%.
Citadel Servicing Corporation 401(K) Plan-305$2,372,134$1,206,786$3,957iApproximate average salary by contribution assumption: employee only about $98,917 at 4% or $65,945 at 6%; with 50% employer match about $65,945 at 4% or $43,963 at 6%; with 100% employer match about $49,458 at 4% or $32,972 at 6%.
Citadel Servicing Health and Welfare Plan-500---
20212367$1,783,434$825,442$2,249iApproximate average salary by contribution assumption: employee only about $56,229 at 4% or $37,486 at 6%; with 50% employer match about $37,486 at 4% or $24,991 at 6%; with 100% employer match about $28,115 at 4% or $18,743 at 6%.
Citadel Servicing Corporation 401(K) Plan-348$1,783,434$825,442$2,372iApproximate average salary by contribution assumption: employee only about $59,299 at 4% or $39,533 at 6%; with 50% employer match about $39,533 at 4% or $26,355 at 6%; with 100% employer match about $29,649 at 4% or $19,766 at 6%.
Citadel Servicing Health and Welfare Plan-367---
20202189$866,371$490,240$2,594iApproximate average salary by contribution assumption: employee only about $64,847 at 4% or $43,231 at 6%; with 50% employer match about $43,231 at 4% or $28,821 at 6%; with 100% employer match about $32,423 at 4% or $21,616 at 6%.
Citadel Servicing Corporation 401(K) Plan-173$866,371$490,240$2,834iApproximate average salary by contribution assumption: employee only about $70,844 at 4% or $47,229 at 6%; with 50% employer match about $47,229 at 4% or $31,486 at 6%; with 100% employer match about $35,422 at 4% or $23,615 at 6%.
Citadel Servicing Health and Welfare Plan-189---
20192231$484,030$457,849$1,982iApproximate average salary by contribution assumption: employee only about $49,551 at 4% or $33,034 at 6%; with 50% employer match about $33,034 at 4% or $22,023 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.
Citadel Servicing Corporation 401(K) Plan-231$484,030$457,849$1,982iApproximate average salary by contribution assumption: employee only about $49,551 at 4% or $33,034 at 6%; with 50% employer match about $33,034 at 4% or $22,023 at 6%; with 100% employer match about $24,775 at 4% or $16,517 at 6%.
Citadel Servicing Health and Welfare Plan-152---
20181208$0$0-
Citadel Servicing Health and Welfare Plan-208---
20171135$0$0-
Citadel Servicing Health and Welfare Plan-135---