Noelle Martinez signed Rubio's Restaurant, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rubio's Restaurant, Inc.'s EIN is 33-0100303.
Download the official 2023 Form 5500 (PDF) for Rubio's Restaurant, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rubio's Restaurant, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.9M | 85.6% | |
| VARIABLE ANNUNITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.9M | 85.6% | |
| [Assets held in participant loans] | Other | — | — | $107K | 1.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | INVESTMENT ADVISORY (PART | $3K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY (PART | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 22-2000222 | — | — | $3K | — |
