Original filing (PDF)20251009171500NAL0006951745001

RUBIN WEALTH ADVISORS, L.L.C. D/B/A RWA ADVISORS

Name: RUBIN WEALTH ADVISORS, L.L.C. D/B/A RWA ADVISORS — RWA ADVISORS 401K PLAN, Form 5500 (2024)
Creator: RUBIN WEALTH ADVISORS, L.L.C. D/B/A RWA ADVISORS

Form 5500-SF

FILING_RECEIVED

RWA ADVISORS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBIN WEALTH ADVISORS, L.L.C. D/B/A RWA ADVISORS.

Plan sponsor

Name

RUBIN WEALTH ADVISORS, L.L.C. D/B/A RWA ADVISORS

EIN

26-4272744all filings

Address

1200 N FEDERAL HWY, STE 200 · BOCA RATON, FL · 33432

Phone

(561) 288-1111

Industry

Finance & Insurancesee all

Plan administrator