Retirement Income Plan For Salaried Employees Of Rockefeller Group International, Inc.
Sponsored by Rockefeller Group International, Inc. · EIN 133975924 · Plan #001
- Total assets
- $123M
- Net assets
- $122M
- Active participants
- 97
- 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 |
|---|---|---|
| Demarche Associates Inc CRD 105500 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Blackrock Institutional Trust Co. | Investment management, Direct payment from the plan, Investment management fees (direct) | $374,848 |
| Milliman, Inc. | Actuarial, Recordkeeping, Direct payment from the plan | $137,192 |
| Demarche Associates | Investment management, Direct payment from the plan, Investment management fees (direct) | $50,000 |
| Bdo Usa, Llp | Accounting, Direct payment from the plan | $30,100 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $27,277 |