Providers › Rockefeller Capital Management

Rockefeller Capital Management

Service provider, as named on Schedule C
EIN 823226180
Plan year 2024
Direct compensation reported $1,133,808

Plans listing this provider

0.06% of the 56,420 plans with Schedule H financials; 10 in 2023

Assets of those plans

$980,906,442

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,133,808

97% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service code	Meaning	Plans
50	Direct payment from the plan	24
27	Investment advisory (plan)	24
99	Other fees	8
15	Recordkeeping and information management	6
64	Recordkeeping fees	6
49	Other services	6
21	Trustee (bank, trust company or similar)	6
26	Investment advisory (participants)	4

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
1-800-flowers Team Services, Inc. Prototype 401(k) Profit-sharing Plan	1-800-flowers Team Services	$218,356,943	3,868	$176,707
Golden State Orthopedics & Spine Profit Sharing 401(k) Plan	Golden State Orthopedics & Spine	$109,449,561	768	$46,972
Emergency Technology, Inc. 401(k) and Employee Stock Ownership Plan	Emergency Technology	$79,219,885	503	$36,037
Progressive AE Flexible Compensation Plan	Progressive AE	$63,746,858	400	$64,049
Etna Shared Services 401(k) & Profit Sharing Plan	Etna Shared Services	$41,564,764	622	$32,988
BBP Retirement Savings Plan	Brunswick Bowling Products	$41,400,912	259	$30,953
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trustrecordkeeper	Ivision Scale	$30,786,628	308	$107,390
Megacorp Logistics, LLC 401(k) Plan	Megacorp Logistics	$30,025,422	736	$48,949
Crystal Flash, Inc. Retirement Savings Plan	Crystal Flash	$29,421,887	346	$32,761
Mario Badescu Skin Care Profit Sharing 401(k) Plan	Mario Badescu Skin Care	$26,960,365	267	$85,345
Colorado Structures 401(k) Planrecordkeeper	Colorado Structures	$23,270,102	147	$54,972
Metropolitan Enterprises 401(k) Plan	Metropolitan Enterprises	$23,253,857	262	$11,518
Pesg, LLC 401(k) Plan	Pesg LLC DBA Professional Education Services Group	$22,521,184	14,939	$14,110
Concrete General, Inc. 401(k) Profit Sharing Plan	Concrete General	$21,080,157	199	$56,697
DM Luxury LLC 401(k) Planrecordkeeper	DM Luxury	$21,017,507	391	$9,109
Vandyk Mortgage 401(k) Profit Sharing Plan	Vandyk Mortgage	$18,320,778	294	$17,597
Betz Industries, Inc. Retirement Savings Plan	Betz Industries	$17,476,618	169	$0
Triangle Associates Profit Sharing & Retirement Savings Plan	Triangle Associates Inc a Michigan	$14,988,822	118	$19,660
National Nail Corp. 401(k) Retirement and Savings Plan	National Nail	$12,818,224	203	$17,568
AG Business Solutions, LLC 401(k) Plan	AG Business Solutions	$11,519,368	146	$15,424
Tommy's 401(k) Retirement Plan	VQ	$11,497,740	529	$21,785
Cascade Die Casting Group Employees 401(k) Retirement Plan	Cascade Die Casting Group	$11,087,012	427	$24,064
Ambassador Supply Affiliates 401(k) Plan	Quality Structures	$10,949,892	435	$15,933
PM Environmental, Inc. 401k Plan	PM Environmental	$10,625,194	138	$6,275
Valley Steel Stamp Inc 401(k) Profit Sharing Plan & Trust	Valley Steel Stamp	$10,135,785	224	$26,506

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.