Original filing (PDF)20231013130701NAL0067476818001

RUBY Receptionists, Inc.

Name: RUBY Receptionists, Inc. — RUBY Receptionists 401(k), Form 5500 (2022)
Creator: RUBY Receptionists, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RUBY Receptionists 401(k) Plan

401(k) retirement plan · RUBY Receptionists, Inc.'s RUBY Receptionists 401(k) Plan filed a Form 5500 for plan year 2022, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

RUBY Receptionists, Inc.'s EIN is 04-3738380.

EIN 04-3738380

Plan number 001

Plan year 2022

ACK ID 20231013130701NAL0067476818001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for RUBY Receptionists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

RUBY Receptionists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBY RECEPTIONISTS, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 126K (4% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

RUBY RECEPTIONISTS, INC.

EIN

all filings

Address

805 SW BROADWAY · SUITE 900 · PORTLAND, OR · 97205

Phone

(503) 445-6900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$67K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OPPORTUNUS WEALTH MANAGEMENT LLC	83-2752253	—	NONE	$29K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.