Plan Ledger DOL Form 5500 · updated monthly

Rockefeller Philanthropy Advisors, Inc.401(k)

ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Rockefeller Philanthropy Advisors, Inc. reported $184,466 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12,236 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 0.25% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,000th-largest of 5,648 plans among New York employers on file, and the 270th of 3,341 in other services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 435 to 518 since 2022.

Plan summary
Net assets, end of year$75,156,984
Participants with balances909
Active participants518
Employer contributions$6,338,343
Employee contributions$5,391,125
Employer contribution per active participant$12,236
Average account balance$82,681
Benefits paid to participants$7,917,986
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.2M · 909 accts · $6.3M emplr
2023$61.4M · 770 accts · $6.1M emplr
2022$36.1M · 649 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,450
Investment management$60,343
Audit (IQPA)$21,673
Total administrative$184,466
The Rockefeller Philanthropy Advisors, Inc. 401(k) match · 2024
Employer contribution per active participant$12,236
Median for plans this size$3,635
2024$12,236 per active participant
2023$11,771 per active participant
2022$9,123 per active participant

Rockefeller Philanthropy Advisors, 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$102,450
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$48,849
GRANT THORNTON · Accounting / audit$21,673
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,494

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$184,466 · 0.27%
2023$102,895 · 0.21%
2022$92,140 · 0.25%
Same employer
Similar plansOther Services · New York
Monro, Inc. NY$77.4M · 0.23%
Girl Scouts of the USA NY$75.9M · 0.02%
Jdrf International NY$71.5M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133615533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.