Citrin Cooperman Advisors LLC
Plan context: Citrin Cooperman Retirement Savings Plan
EIN 87-2525370 • 3 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,408
2024 Assets
$391,848,530
2024 Contributions
$60,809,563
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 2,408 | $391,848,530 | $60,809,563 | $25,253iApproximate average salary by contribution assumption: employee only about $631,329 at 4% or $420,886 at 6%; with 50% employer match about $420,886 at 4% or $280,590 at 6%; with 100% employer match about $315,664 at 4% or $210,443 at 6%. |
| Citrin Cooperman Retirement Savings Plan | - | 2,408 | $369,794,353 | $55,019,730 | $22,849iApproximate average salary by contribution assumption: employee only about $571,218 at 4% or $380,812 at 6%; with 50% employer match about $380,812 at 4% or $253,875 at 6%; with 100% employer match about $285,609 at 4% or $190,406 at 6%. |
| Citrin Cooperman Profit Sharing Plan - Plan No. 1 | - | 906 | $11,642,931 | $3,482,733 | $3,844iApproximate average salary by contribution assumption: employee only about $96,102 at 4% or $64,068 at 6%; with 50% employer match about $64,068 at 4% or $42,712 at 6%; with 100% employer match about $48,051 at 4% or $32,034 at 6%. |
| Citrin Cooperman Profit Sharing Plan - Plan No. 3 | - | 786 | $10,411,246 | $2,307,100 | $2,935iApproximate average salary by contribution assumption: employee only about $73,381 at 4% or $48,921 at 6%; with 50% employer match about $48,921 at 4% or $32,614 at 6%; with 100% employer match about $36,691 at 4% or $24,460 at 6%. |