Rockefeller Financial LLC — 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 Financial LLC is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $451,170 and reported indirect compensation totals $50,277.

Reported compensation summary

Reported direct compensation
$451,170
Reported indirect compensation
$50,277
Total reported compensation
$501,447
Filings
11
Plan sponsors
11
Plans
11
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 Financial LLC
SponsorStatePlansReported compensation
1-800-Flowers Team Services, Inc.NY1$147,330
Ivision Scale, LLCGA1$81,358
Ray Huffines Chevrolet, Inc. D.B.A. Huffines Auto DealershipsTX1$60,042
Colorado Structures, Inc.CO1$53,091
Mario Badescu Skin Care, Inc.NJ1$41,772
Dm Luxury LLCGA1$40,776
Fairfield Processing CorporationCT1$30,032
Duncan Family Farms, LLCAZ1$24,442
Radco Residential, LLCGA1$9,501
Bayside Solutions IncCA1$9,096

State footprint

Plans reporting Rockefeller Financial LLC are sponsored in GA (3), CA (1), CO (1), CT (1), NC (1), NJ (1), NY (1), AZ (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
1-800-Flowers Team Services, Inc.1-800-Flowers Team Services, Inc. Prototype 401(K) Profit-Sharing Plan2023$147,330not reported in the loaded dataset
Ivision Scale, LLCIvision Scale, LLC 401(K) Profit Sharing Plan & Trust2023$81,358$0
Ray Huffines Chevrolet, Inc. D.B.A. Huffines Auto DealershipsHuffines Auto Dealerships Retirement Savings Plan2023$60,042not reported in the loaded dataset
Colorado Structures, Inc.Colorado Structures 401(K) Plan2023$53,091$0
Mario Badescu Skin Care, Inc.Mario Badescu Skin Care Profit Sharing 401(K) Plan2023$41,772not reported in the loaded dataset
Dm Luxury LLCDm Luxury LLC 401(K) Plan2023$0$40,776
Fairfield Processing CorporationFairfield Processing Corporation 401(K) Plan2023$30,032not reported in the loaded dataset
Duncan Family Farms, LLCDuncan Family Farms, LLC 401(K) Plan And Trust2023$24,442$0
Radco Residential, LLCRadco Residential, LLC 401(K) Plan2023$0$9,501
Bayside Solutions IncBayside Solutions Inc 401k Profit Sharing Plan & Trust2023$9,096$0
Team Carolinas, Inc.Team Carolinas Inc. 401(K) Plan2023$4,007not reported in the loaded dataset

Related Form 5500 pages