What public Form 5500 filings show about the The Rockefeller Foundation 401(k) plan — and how to find and check your own account.
The Rockefeller Foundation (EIN 13-1659629) reports THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION on its most recent Form 5500, with $118.9M in plan assets across 197 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 The Rockefeller Foundation 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Rockefeller Foundation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF NEW YORK MELLON, WILLIS TOWERS WATSON, STATE STREET GLOBAL ADVISORS TRUST, SILCHESTER INTERNATIONAL INVESTORS.
