· 2022–2024 · DOL EFAST2

HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION — HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251003143056NAL0001512305001

HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION RETIREMENT PLAN

401(k) retirement plan

Active participants

54

Accounts w/ balance

77

Plan assets (EOY)

$20.7M

Net assets (EOY)

$20.7M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

HAMBURG, RUBIN, MULLIN, MAXWELL & LUPIN, A PROFESSIONAL CORPORATION

EIN

23-1739748

Address

1684 S. BROAD STREET, SUITE 230 · P.O. BOX 1479 · LANSDALE, PA · 194465422

Phone

(215) 661-0400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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