Rockefeller & Rockefeller Et Al 401(k) match, vesting and fees
What Rockefeller & Rockefeller Et Al's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 655 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Rockefeller & Rockefeller Et Al: employer contribution per participant | $8,688 | |
| Peer median | $2,864 |
| Rockefeller & Rockefeller Et Al: average balance | $128,665 | |
| Peer median | $93,574 |
| Rockefeller & Rockefeller Et Al: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $148M at the end of plan year 2021 to $181M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 1,425 | $181M | $12.3M | $8,688 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 1,062 | $148M | $7M | $6,609 | 0.10% | Not published | Form 5500 ↗ |
Other Rockefeller & Rockefeller Et Al plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
E&H 401(k) Savings and Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Rockefeller & Rockefeller Et Al match 401(k) contributions?
The match terms for the Rockefeller 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2023 filing reports $12.3M in employer contributions, about $8,688 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rockefeller & Rockefeller Et Al 401(k) match vested?
The vesting schedule for the Rockefeller 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rockefeller & Rockefeller Et Al 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Life & Annuity Insurance Co. The plan administrator is Rockefeller Financial Services, Inc..
I left Rockefeller & Rockefeller Et Al. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rockefeller Financial Services, Inc., (212) 549-5100) or the recordkeeper, Empower Life & Annuity Insurance Co. The Rockefeller & Rockefeller Et Al old 401(k) page lists the contacts from every plan filing. Find an old Rockefeller & Rockefeller Et Al 401(k)
Data from the public Form 5500 annual reports Rockefeller & Rockefeller Et Al filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rockefeller & Rockefeller Et Al. Not financial advice. Report a correction · Methodology