Rockefeller Philanthropy Advisors, Inc. 401(k) Plan: Login, Facts & Contact Information
Rockefeller Philanthropy Advisors, Inc. 401(k) Login
401 former Rockefeller Philanthropy Advisors, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Rockefeller Philanthropy Advisors, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jan 12, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $13.0 million went into the plan in contributions, $6.34 million of it from the employer (49%).
- $7.92 million was paid out to participants.
- Investment and other income added $8.80 million.
- Administrative expenses were $184,466, about $203 per account.
How the Rockefeller Philanthropy Advisors, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 450 | $22.2 million | $1.79 million | $2.68 million |
| 2020 | 335 | $28.9 million | $2.20 million | $1.22 million |
| 2021 | 386 | $36.5 million | $2.76 million | $2.76 million |
| 2022 | 441 | $36.1 million | $3.97 million | $2.41 million |
| 2023 | 673 | $61.4 million | $6.07 million | $4.11 million |
| 2024 | 775 | $75.2 million | $6.34 million | $7.92 million |
Rockefeller Philanthropy Advisors, Inc. 401(k) Contact Information
Questions about the Rockefeller Philanthropy Advisors, Inc. 401(k)
Does Rockefeller Philanthropy Advisors, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.34 million, 49% of all contributions.
Does the Rockefeller Philanthropy Advisors, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Rockefeller Philanthropy Advisors, Inc 401(k) plan?
775 participants at the start of plan year 2024, 518 of them active employees, and 401 former employees who still had money in the plan.
What is the average 401(k) balance at Rockefeller Philanthropy Advisors, Inc?
About $82,681 per account: $75.2 million in plan assets across 909 accounts with a balance at the end of plan year 2024.
Who manages the Rockefeller Philanthropy Advisors, Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Rockefeller Philanthropy Advisors, Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.