What public Form 5500 filings show about the Rockefeller Philanthropy Advisors, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
