Plan Ledger DOL Form 5500 · updated monthly

Rockefeller Group International, Inc.401(k)

ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Rockefeller Group International, Inc. reported $35,316 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,092 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 603rd-largest of 5,648 plans among New York employers on file, and the 84th of 2,096 in real estate & leasing. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 165 to 214 since 2022.

Plan summary
Net assets, end of year$144,144,832
Participants with balances299
Active participants214
Employer contributions$1,945,613
Employee contributions$3,153,807
Employer contribution per active participant$9,092
Average account balance$482,090
Benefits paid to participants$6,416,880
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$144.1M · 299 accts · $1.9M emplr
2023$119.7M · 289 accts · $1.8M emplr
2022$99.3M · 287 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,229
Investment management$8,087
Total administrative$35,316
The Rockefeller Group International, Inc. 401(k) match · 2024
Employer contribution per active participant$9,092
Median for plans this size$3,635
2024$9,092 per active participant
2023$9,577 per active participant
2022$9,642 per active participant

Rockefeller Group International, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,278
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,087

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$35,316 · 0.03%
2023$29,031 · 0.03%
2022$18,157 · 0.02%
Same employer
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Compass, Inc. NY$172.2M · 0.18%
Clarion Partners, LLC NY$166.8M · 0.08%
Wework Management LLC NY$161.8M · 0.15%
W. P. Carey Management LLC NY$108.9M · 0.16%
Sl Green Realty Corp NY$107.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133975924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.