THE CITADEL FOUNDATION 401(K) PLAN

[ EIN: 57-6020493 | Plan No. 002 ]

THE CITADEL FOUNDATION 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by THE CITADEL FOUNDATION, INC.. For the 2023 plan year, the plan had 50 participants and total assets of $9,734,239.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: THE CITADEL FOUNDATION, INC.

Location: 171 MOULTRIE STREET, CHARLESTON, SC 29409

EIN: 576020493

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 50

Total Assets: $9,734,239

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