Patricia Glorioso signed Rockefeller Group International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockefeller Group International, Inc.'s EIN is 13-3975924.
Download the official 2024 Form 5500 (PDF) for Rockefeller Group International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockefeller Group International, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $23.2M | 16.1% | |
| Fidelity | Mutual Funds | — | — | $18.5M | 12.8% | |
| Fidelity | Mutual Funds | — | — | $17.7M | 12.3% | |
| Fidelity | Mutual Funds | — | — | $10.3M | 7.2% | |
| Fidelity | Mutual Funds | — | — | $8.5M | 5.9% | |
| BrokerageLink | Other securities | — | — | $7.3M | 5.0% | |
| Fidelity | Mutual Funds | — | — | $5.4M | 3.8% | |
| Fidelity | Mutual Funds | — | — | $5.3M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $5.2M | 3.6% | |
| Fidelity | Mutual Funds | — | — | $4.5M | 3.2% | |
| Janus | Mutual Funds | — | — | $3.9M | 2.7% | |
| Fidelity | Mutual Funds | — | — | $3.6M | 2.5% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 2.2% | |
| Fidelity | Mutual Funds | — | — | $3.1M | 2.2% | |
| Fidelity | Mutual Funds | — | — | $3.0M | 2.1% | |
| Fidelity | Mutual Funds | — | — | $2.6M | 1.8% | |
| Fidelity | Mutual Funds | — | — | $2.5M | 1.7% | |
| Fidelity | Mutual Funds | — | — | $1.7M | 1.2% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 1.2% | |
| Fidelity | Mutual Funds | — | — | $1.6M | 1.1% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 0.9% | |
| T. Rowe Price | Other securities | — | — | $1.3M | 0.9% | |
| Delaware | Other securities | — | — | $1.2M | 0.8% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 0.7% | |
| Fidelity | Mutual Funds | — | — | $976K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $939K | 0.7% | |
| Wells Fargo | Other securities | — | — | $899K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $852K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $803K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $764K | 0.5% | |
| T. Rowe Price | Other securities | — | — | $654K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $233K | 0.2% | |
| BlackRock | Other securities | — | — | $178K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $105K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $101K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
