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  1. Companies/
  2. Rockefeller Financial Services, Inc.

Filings through Oct 24, 2026.

Rockefeller Financial Services, Inc.

EIN 13-3006574-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$315.1M assets
Health & Benefits
0
Participants
1,844
45 ROCKEFELLER PLAZA - NEW YORK, NY 10111212-549-5455LinkedIn11-50 employees
Plans on this EIN
1 filing
#333401(k)-$315.1M - 1,844 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#333

ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN

401(k)

Assets$315.1M
Participants1,844
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#333ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN401(k)$315.1M1,8442025
  • ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN$315.1M
    #333 · 401(k) · 20251,844
Retirement plans
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