ROCKEFELLER CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
60
Active participants
25,240
Total plan assets
$1.9B
Filings (rows)
62
Direct comp
$2.1M
Indirect comp
$235K
Aggregating 3 name variants under "ROCKEFELLER CAPITAL"
SERVICES PROVIDED
Advisor / Consultant43
Other17
Broker2
Top plans served
Showing top 62 of 60 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| METROPOLITAN HOSPITAL D.B.A UNIVERSITY OF MICHIGAN HEALTH WEST UNIVERSITY OF MICHIGAN HEALTH - WEST 403(B) RETIREMENT SAVINGS PLAN | WYOMING, MI | Advisor / Consultant INVESTMENT ADVISORY | 3,376 | $232.7M | $52K |
| DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,790 | $162.9M | $152K |
| DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE, IL | Broker BROKER | 1,822 | $148.5M | $0 |
| DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,822 | $148.5M | $128K |
| DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE, IL | Broker BROKER | 1,636 | $125.3M | $0 |
| DURAVANT LLC DURAVANT 401(K) PLAN | DOWNERS GROVE, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 1,636 | $125.3M | $95K |
| EMERGENCY TECHNOLOGY, INC. EMERGENCY TECHNOLOGY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | HUDSONVILLE, MI | Advisor / Consultant INVESTMENT ADVISORY | 444 | $79.2M | $36K |
| SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO, TX | Other NONE | 486 | $59.5M | $14K |
| PROGRESSIVE AE, INC. PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 272 | $54.2M | $22K |
| SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO, TX | Other NONE | 472 | $52.4M | $11K |
| NEWCOMB & BOYD NEWCOMB & BOYD PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 283 | $42.6M | $78K |
| SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO, TX | Other NONE | 476 | $42.0M | $11K |
| ETNA SHARED SERVICES, LLC ETNA SHARED SERVICES 401(K) & PROFIT SHARING PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 559 | $41.6M | $33K |
| BRUNSWICK BOWLING PRODUCTS, LLC BBP RETIREMENT SAVINGS PLAN | MUSKEGON, MI | Advisor / Consultant INVESTMENT ADVISORY | 236 | $41.4M | $31K |
| ARCTIC GLACIER U.S.A., INC. ARCTIC GLACIER U. S. A. , INC. SAVINGS AND RETIREMENT PLAN | SHARPSBURG, PA | Advisor / Consultant INVESTMENT ADVISORY | 623 | $39.3M | $25K |
| GREENVILLE TOOL & DIE COMPANY GREENVILLE TOOL & DIE COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | GREENVILLE, MI | Advisor / Consultant INVESTMENT MANAGEMENT | 146 | $37.4M | $12K |
| ARCTIC GLACIER U.S.A., INC. ARCTIC GLACIER U. S. A. , INC. SAVINGS AND RETIREMENT PLAN | BALA CYNWYD, PA | Advisor / Consultant INVESTMENT ADVISORY | 834 | $36.4M | $50K |
| NEWCOMB & BOYD NEWCOMB & BOYD PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 267 | $35.9M | $64K |
| REPAY MANAGEMENT SERVICES LLC REPAY MANAGEMENT SERVICES, LLC 401K PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 444 | $33.5M | $77K |
| NEWCOMB & BOYD NEWCOMB & BOYD PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 229 | $30.6M | $51K |
| CRYSTAL FLASH, INC. CRYSTAL FLASH, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 281 | $29.4M | $33K |
| MOMAR INCORPORATED MOMAR INCORPORATED RETIREMENT PLAN AND TRUST | ATLANTA, GA | Other INV MANAGER | 338 | $29.3M | $172K |
| REPAY MANAGEMENT SERVICES LLC REPAY MANAGEMENT SERVICES, LLC 401K PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY - PL | 495 | $28.7M | $61K |
| MOMAR INCORPORATED MOMAR INCORPORATED RETIREMENT PLAN AND TRUST | ATLANTA, GA | Other INV MANAGER | 330 | $24.8M | $167K |
| METROPOLITAN ENTERPRISES METROPOLITAN ENTERPRISES 401(K) PLAN | WYOMING, MI | Advisor / Consultant INVESTMENT ADVISORY | 214 | $23.3M | $12K |
| REPAY MANAGEMENT SERVICES LLC REPAY MANAGEMENT SERVICES, LLC 401K PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY - PLA | 562 | $22.5M | $51K |
| CONCRETE GENERAL, INC. CONCRETE GENERAL, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG, MD | Advisor / Consultant INVESTMENT ADVISORY | 217 | $21.1M | $57K |
| CONCRETE GENERAL, INC. CONCRETE GENERAL, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG, MD | Advisor / Consultant INVESTMENT ADVISORY | 175 | $18.2M | $48K |
| BETZ INDUSTRIES, INC. BETZ INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 142 | $17.5M | $0 |
| HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK, NY | Other OTHER SERVICES | 198 | $16.0M | $0 |
| CONCRETE GENERAL, INC. CONCRETE GENERAL, INC. 401(K) PROFIT SHARING PLAN | GAITHERSBURG, MD | Advisor / Consultant INVESTMENT ADVISORY | 183 | $15.6M | $10K |
| TRIANGLE ASSOCIATES INC A MICHIGAN CORPORATION TRIANGLE ASSOCIATES PROFIT SHARING & RETIREMENT SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 100 | $15.0M | $20K |
| SILVACO, INC. SILVACO 401 (K) PLAN | SANTA CLARA, CA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 92 | $14.8M | $8K |
| CENTER FOR EMPLOYMENT OPPORTUNITIES CENTER FOR EMPLOYMENT OPPORTUNITIES TAX SHELTERED ANNUITY PLAN | NEW YORK, NY | Other OTHER SERVICES | 725 | $14.8M | $0 |
| CHAMPION DISCS, INCORPORATED CHAMPION DISCS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO, CA | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 114 | $14.4M | $48K |
| HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK, NY | Other OTHER SERVICES | 189 | $13.9M | $0 |
| CHAMPION DISCS, INCORPORATED CHAMPION DISCS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO, CA | Advisor / Consultant INVESTMENT ADVISORY- PLAN | 145 | $13.4M | $41K |
| NATIONAL NAIL CORP. NATIONAL NAIL CORP. 401(K) RETIREMENT AND SAVINGS PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 176 | $12.8M | $18K |
| SILVACO, INC. SILVACO 401 (K) PLAN | SANTA CLARA, CA | Advisor / Consultant INVESTMENT ADVISORY PLAN | 88 | $12.8M | $33K |
| CENTER FOR EMPLOYMENT OPPORTUNITIES CENTER FOR EMPLOYMENT OPPORTUNITIES TAX SHELTERED ANNUITY PLAN | NEW YORK, NY | Other OTHER SERVICES | 674 | $12.6M | $0 |
| STANLEY PEARLMAN ENTERPRISES, INC. STANLEY PEARLMAN ENTERPRISES 401(K) PLAN | JESSUP, MD | Advisor / Consultant INVESTMENT ADVISORY | 151 | $12.2M | $12K |
| HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK, NY | Other OTHER SERVICES | 207 | $11.7M | $0 |
| MISSION NORTH, INC. MISSION NORTH, INC. 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 81 | $11.6M | $0 |
| AG BUSINESS SOLUTIONS LLC AG BUSINESS SOLUTIONS, LLC 401(K) PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 529 | $11.5M | $15K |
| VQ, INC. TOMMY'S 401(K) RETIREMENT PLAN | HOLLAND, MI | Advisor / Consultant INVESTMENT ADVISORY | 487 | $11.5M | $22K |
| QUALITY STRUCTURES, LLC AMBASSADOR SUPPLY AFFILIATES 401(K) PLAN | FORT WAYNE, IN | Advisor / Consultant INVESTMENT ADVISORY | 487 | $10.9M | $16K |
| HOWARD SHEPPARD, LLC HOWARD SHEPPARD, LLC 401(K) PLAN | SANDERSVILLE, GA | Other NONE | 495 | $10.7M | $25K |
| HOWARD SHEPPARD, LLC HOWARD SHEPPARD, LLC 401(K) PLAN | SANDERSVILLE, GA | Other NONE | 518 | $10.5M | $32K |
| ATLANTIC CONCRETE PRODUCTS, INC. ATLANTIC CONCRETE PRODUCTS, INC. 401(K) PLAN | TULLYTOWN, PA | Advisor / Consultant INVESTMENT ADVISORY | 100 | $10.4M | $32K |
| MISSION NORTH, INC. MISSION NORTH, INC. 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 84 | $9.8M | $0 |
| DORNERWORKS, LLC DORNERWORKS 401(K) PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 61 | $9.7M | $20K |
| HOWARD SHEPPARD, LLC HOWARD SHEPPARD, LLC 401(K) PLAN | SANDERSVILLE, GA | Other NONE | 554 | $8.7M | $20K |
| BAYLOFF STAMPED PRODUCTS BAYLOFF STAMPED PRODUCTS 401(K) PROFIT SHARING PLAN & TRUST | VAN BUREN TWP, MI | Advisor / Consultant INVESTMENT ADVISORY | 146 | $8.7M | $11K |
| NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC 401(K) PLAN | KENTWOOD, MI | Advisor / Consultant INVESTMENT ADVISORY | 104 | $7.7M | $13K |
| ARIZONA PARTSMASTER, LLC AZ PARTSMASTER 401(K) PROFIT SHARING RETIREMENT PLAN | SCOTTSDALE, AZ | Other OTHER SERVICES | 352 | $7.0M | $0 |
| MVP OPERATIONS, LLC MVP SPORTS CLUBS 401(K) PLAN | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISORY | 536 | $6.7M | $12K |
| THOMPSON TECHNOLOGIES, INC. THOMPSON TECHNOLOGIES, INC. 401(K) PLAN | ROSWELL, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 44 | $5.8M | $14K |
| THOMPSON TECHNOLOGIES, INC. THOMPSON TECHNOLOGIES, INC. 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 48 | $5.7M | $17K |
| CHAMPION DISCS, INC CHAMPION DISCS, INC. CASH BALANCE PENSION PLAN | ONTARIO, CA | Advisor / Consultant INVESTMENT ADVISORY | 145 | $4.8M | $36K |
| CHAMPION DISCS, INC CHAMPION DISCS, INC. CASH BALANCE PENSION PLAN | ONTARIO, CA | Advisor / Consultant INVESTMENT ADVISORY | 132 | $4.5M | $32K |
| WOODLAND DIRECT, INC. WOODLAND DIRECT 401(K) PLAN | AUBURN HILLS, MI | Advisor / Consultant INVESTMENT ADVISORY | 108 | $4.2M | $10K |
| THOMPSON TECHNOLOGIES, INC. THOMPSON TECHNOLOGIES, INC. 401(K) PLAN | OVERLAND PARK, KS | Other INVESTMENT AD VISORY | 38 | $3.5M | $4K |