How big is Rubenstein & Associates, P.C.'s plan?

Rubenstein & Associates, P.C.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250612132119NAL0014832227002

Rubenstein & Associates, P.C.

Name: Rubenstein & Associates, P.C. — Rubenstein &, Form 5500 (2024)
Creator: Rubenstein & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubenstein & Associates, P.C. 401(k) Plan

401(k) retirement plan · Rubenstein & Associates, P.C.'s Rubenstein & Associates, P.C. 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Rubenstein & Associates, P.C.'s EIN is 27-0625311.

EIN 27-0625311

Plan number 001

Plan year 2024

ACK ID 20250612132119NAL0014832227002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rubenstein & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rubenstein & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBENSTEIN & ASSOCIATES, P.C..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

RUBENSTEIN & ASSOCIATES, P.C.

EIN

all filings

Address

10 SPEEN STREET · FIRST FLOOR · FRAMINGHAM, MA · 01701

Phone

(508) 969-9988

Industry

Law Offices· Professional & Technical Services

Plan administrator