How big is Rubicon Professional Services, LLC's plan?

Rubicon Professional Services, LLC's plan reported $6.2M in assets and 213 participants for 2024.

Original filing (PDF)20251014152125NAL0003269457001

Rubicon Professional Services, LLC

Name: Rubicon Professional Services, LLC — Rubicon Profess, Form 5500 (2024)
Creator: Rubicon Professional Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubicon Professional Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Rubicon Professional Services, LLC's Rubicon Professional Services, LLC 401(k) Profit Sharing Plan held $6.2M in plan assets for 213 participants in 2024.

Signals · 1

No auditor on file

Active participants

213

Accounts w/ balance

102

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

CARY LUSK signed Rubicon Professional Services, LLC's 2024 Form 5500 as plan administrator.

CARY LUSK — 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 Professional Services, LLC's EIN is 27-1101235.

EIN 27-1101235

Plan number 001

Plan year 2024

ACK ID 20251014152125NAL0003269457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rubicon Professional Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rubicon Professional Services, LLC'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 PROFESSIONAL SERVICES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score