Plan Snapshot
- Plan Sponsor: The Rockefeller Foundation
- Sponsor EIN: 131659629
- Sponsor Address: 420 FIFTH AVENUE, NEW YORK, NY, 100182702
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $118.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $118.9M | $6.1M | $2.4M |
| 2023 | 218 | $99.5M | $6.1M | $2.4M |
| 2022 | 222 | $81.5M | $5.5M | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,600 | — | $2,900 | — | — |
| 2023 | $3,175 | — | $2,625 | — | — |
| 2022 | $2,675 | — | — | — | — |