AUMdb

Rockefeller Non Profits 401(k) Plan

Sponsored by Rockefeller Brothers Fund, Inc · EIN 131760106 · Plan #002

Total assets
$68.2M
Net assets
$68.2M
Active participants
107
With balances
158

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $37,372