Rockefeller Capital Management — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockefeller Capital Management is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $310,584 and reported indirect compensation totals $40,585.

Reported compensation summary

Reported direct compensation
$310,584
Reported indirect compensation
$40,585
Total reported compensation
$351,169
Filings
8
Plan sponsors
8
Plans
8
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Rockefeller Capital Management
SponsorStatePlansReported compensation
Momar IncorporatedGA1$171,823
Concrete General, Inc.MD1$48,471
Champion Discs, IncCA1$31,901
Harlem Village Academy Charter SchoolNY1$30,981
Howard Sheppard, LLCGA1$24,882
Progressive Ae, Inc.MI1$22,200
Sonterra Medical Management Group, Inc.TX1$11,333
Center For Employment OpportunitiesNY1$9,578

State footprint

Plans reporting Rockefeller Capital Management are sponsored in GA (2), NY (2), CA (1), MD (1), MI (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Momar IncorporatedMomar Incorporated Retirement Plan And Trust2023$171,823not reported in the loaded dataset
Concrete General, Inc.Concrete General, Inc. 401(K) Profit Sharing Plan2023$48,445$26
Champion Discs, IncChampion Discs, Inc. Cash Balance Pension Plan2023$31,901not reported in the loaded dataset
Harlem Village Academy Charter SchoolHarlem Village Academy Charter School 403(B) Plan2023$0$30,981
Howard Sheppard, LLCHoward Sheppard, LLC 401(K) Plan2023$24,882not reported in the loaded dataset
Progressive Ae, Inc.Progressive Ae Flexible Compensation Plan2023$22,200not reported in the loaded dataset
Sonterra Medical Management Group, Inc.Sonterra Medical Management Group Profit Sharing 401k Plan2023$11,333not reported in the loaded dataset
Center For Employment OpportunitiesCenter For Employment Opportunities Tax Sheltered Annuity Plan2023$0$9,578

Related Form 5500 pages