Rockefeller Group International, Inc. Incentive Savings Plan
Sponsored by Rockefeller Group International, Inc. · EIN 133975924 · Plan #003
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 214
- With balances
- 299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,278 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,087 |