WAFA Abboud signed Rockefeller Philanthropy Advisors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockefeller Philanthropy Advisors, Inc.'s EIN is 13-3615533.
Download the official 2024 Form 5500 (PDF) for Rockefeller Philanthropy Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockefeller Philanthropy Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $49K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT/AUDITOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $15.1M | 20.1% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $9.3M | 12.3% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $8.4M | 11.2% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $8.1M | 10.7% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $5.5M | 7.3% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $4.6M | 6.1% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $3.4M | 4.5% | |
| Calvert US LG CP CRI R6 | Other securities | — | — | $2.5M | 3.3% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $2.3M | 3.1% | |
| Calvert Bond I | U.S. Treasuries | — | — | $2.1M | 2.7% | |
| Vanguard Extended Market Index Fund #098 | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.7M | 2.2% | |
| American Funds Growth Fund R6 | Mutual Funds | — | — | $1.6M | 2.1% | |
| Vanguard Developed Markets Index Fund #127 | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| PGIM Total Return Bond-R6 | Other securities | — | — | $784K | 1.0% | |
| Dodge & Cox Stock Fund #145 | Mutual Funds | — | — | $705K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $678K | 0.9% | |
| American Funds AF Balanced R6 | Mutual Funds | — | — | $630K | 0.8% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $619K | 0.8% | |
| Fidelity FID SMALL CAP VALUE | Mutual Funds | — | — | $580K | 0.8% | |
| Self-directed account Tradelink Self-Directed Broker Account | Self-Directed Brokerage | — | — | $516K | 0.7% | |
| GQG Partners GQG EMRG MKTS EQ R6 | Other securities | — | — | $487K | 0.6% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $472K | 0.6% | |
| Participants loans to participants with interest rates ranging from 4.25% to 9.5%; maturities through 2029 | Bonds / Notes | — | — | $463K | 0.6% | |
| Fidelity FID FDM IDX 2070 IPR ** 99 Janus Henderson Janus Henderson Triton Fund Class N | Common Collective Trusts | — | — | $453K | 0.6% | |
| Columbia Threadneedle Overseas Value Fund Institutional 3 Class | Other securities | — | — | $410K | 0.5% | |
| Fidelity FID FDM IDX INC IPR | Common Collective Trusts | — | — | $343K | 0.5% | |
| DWS REEF Real Estate Securities Fund - Class R6 | Other securities | — | — | $116K | 0.2% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $64K | <0.1% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $43K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $13K | <0.1% |
