Shantal Merchain signed Team Rubicon's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Rubicon's EIN is 27-1720480.
Download the official 2024 Form 5500 (PDF) for Team Rubicon from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Rubicon's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | 47-0098400 | — | RECORD KEEPER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INSURANCE CORPORATION · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $8.3M | 98.2% | |
| Ameritas Life Insurance Corp Loan fund - 4.25% to 9.50% | Bonds / Notes | — | — | $80K | 0.9% | |
| Ameritas Life Insurance Corp Stable Fixed Investment Account 0 Ameritas Life Insurance Corp Guaranteed Investment Account | Common Stocks | — | — | $70K | 0.8% |
