OpenERISA

Rockefeller Financial Services, INC.

New York, NY, 10111

EIN 13-3006574
Plans
1
Total participants
3,501
Filing years
2024, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500333Rockefeller 401(K) Savings And Retirement Plan1,350
2023Form 5500333Rockefeller 401(K) Savings And Retirement Plan1,172
2022Form 5500333Rockefeller 401(K) Savings And Retirement Plan979

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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