What public Form 5500 filings show about the Rockefeller Group International, Inc. 401(k) plan — and how to find and check your own account.
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.
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, BANK OF AMERICA, MILLIMAN, STRATEGIC ADVISORS, BDO USA LLP.
