What public Form 5500 filings show about the Rubin and Licatesi, P.C. 401(k) plan — and how to find and check your own account.
Rubin and Licatesi, P.C. (EIN 11-3324167) reports RUBIN AND LICATESI, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $2.3M in plan assets across 32 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Rubin and Licatesi, P.C. filing — schedules, fees, and providers.
Rubin and Licatesi, P.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Rubin and Licatesi, P.C.HR for the recordkeeper’s name and login.