How big is Rubicon Asset Management's plan?

Rubicon Asset Management's plan reported $323K in assets and 3 participants for 2022.

Original filing (PDF)20231006142414NAL0031273584001

Rubicon Asset Management

Name: Rubicon Asset Management — Rubicon Holdings 401(k), Form 5500 (2022)
Creator: Rubicon Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubicon Holdings 401(k) Profit Sharing Plan

401(k) retirement plan · Rubicon Asset Management's Rubicon Holdings 401(k) Profit Sharing Plan held $323K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

Scott Mason signed Rubicon Asset Management's 2022 Form 5500 as plan administrator.

Scott Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rubicon Asset Management's EIN is 27-0627406.

EIN 27-0627406

Plan number 001

Plan year 2022

ACK ID 20231006142414NAL0031273584001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rubicon Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Rubicon Asset Management'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 RUBICON ASSET MANAGEMENT.

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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