AUMdb

The Retirement Income Plan For Employees Of The Rockefeller Foundation

Sponsored by The Rockefeller Foundation · EIN 131659629 · Plan #001

Total assets
$99.4M
Net assets
$99.4M
Active participants
16
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Silchester International Investors Llp CRD 110987 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Actuarial, Consulting (general), Direct payment from the plan $121,677
Silchester International Investors Investment management, Investment management fees (direct), Finders' fees/placement fees $103,669
Bank Of New York Mellon Trustee (institutional), Direct payment from the plan, Float revenue $35,105
State Street Global Advisors Trust Custodial (securities), Investment management, Investment management fees (direct) $31,426