Rockefeller Group International 401(k) match, vesting and fees
What Rockefeller Group International'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Rockefeller Group International: employer contribution per participant | $6,507 | |
| Peer median | $1,680 |
| Rockefeller Group International: average balance | $482,090 | |
| Peer median | $52,722 |
| Rockefeller Group International: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.39% |
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 $127M at the end of plan year 2021 to $144M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 319 | $144M | $1.9M | $6,507 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 291 | $120M | $1.8M | $6,131 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 288 | $99.3M | $1.6M | $5,543 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 284 | $127M | $1.6M | $5,516 | <0.01% | Not published | Form 5500 ↗ |
Other Rockefeller Group International plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.
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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Rockefeller Group International match 401(k) contributions?
The match terms for the Rockefeller Group International, Inc. Incentive Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $6,507 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rockefeller Group International 401(k) match vested?
The vesting schedule for the Rockefeller Group International, Inc. Incentive Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rockefeller Group International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Rockefeller Group International, Inc..
I left Rockefeller Group International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rockefeller Group International, Inc., (212) 282-2000) or the recordkeeper, Fidelity Investments Institutional. The Rockefeller Group International old 401(k) page lists the contacts from every plan filing. Find an old Rockefeller Group International 401(k)
Data from the public Form 5500 annual reports Rockefeller Group International 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 Group International. Not financial advice. Report a correction · Methodology