ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k) Plan
What public Form 5500 filings show about the ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k) plan — and how to find and check your own account.
The ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k) on its latest Form 5500
ROCKEFELLER GROUP INTERNATIONAL, INC. (EIN 13-3975924) reports ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $144.1M in plan assets across 214 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ROCKEFELLER GROUP INTERNATIONAL, INC. filing — schedules, fees, and providers.
Who runs the ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLACKROCK INSTITUTIONAL TRUST CO, DEMARCHE ASSOCIATES, STRATEGIC ADVISORS, MILLIMAN, BANK OF AMERICA, BDO USA LLP.
How to check your ROCKEFELLER GROUP INTERNATIONAL, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ROCKEFELLER GROUP INTERNATIONAL, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).