Rockefeller 401(k) Savings And Retirement Plan
Sponsored by Rockefeller Financial Services, Inc. · EIN 133006574 · Plan #333
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 1,350
- With balances
- 1,587
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Recordkeeping, Participant loan processing | $100,529 |
| Crowe Llp | Accounting, Consulting (general) | $29,843 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $25,000 |