Sponsor portfolio
ROCKEFELLER FINANCIAL SERVICES, INC.
EIN 13-3006574Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$236.5M assets
Welfare
0
Participants
1,594
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $236.5M | 1,594 | 2024 |
Retirement plans