ROCKEFELLER PHILANTHROPY ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the ROCKEFELLER PHILANTHROPY ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The ROCKEFELLER PHILANTHROPY ADVISORS, INC. 401(k) on its latest Form 5500
ROCKEFELLER PHILANTHROPY ADVISORS, INC. (EIN 13-3615533) reports ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN on its most recent Form 5500, with $75.2M in plan assets across 518 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 PHILANTHROPY ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the ROCKEFELLER PHILANTHROPY ADVISORS, 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 PHILANTHROPY ADVISORS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, GRANT THORNTON, CBIZ INVESTMENT ADVISORY SERVICES.
How to check your ROCKEFELLER PHILANTHROPY ADVISORS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ROCKEFELLER PHILANTHROPY ADVISORS, 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).