Original filing (PDF)20251015161327NAL0010580562001

KIMBALL E. RUBIN & ASSOCIATES, LTD.

Name: KIMBALL E. RUBIN & ASSOCIATES, LTD. — KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KIMBALL E. RUBIN & ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIMBALL E. RUBIN & ASSOCIATES, LTD..

Plan sponsor

Name

KIMBALL E. RUBIN & ASSOCIATES, LTD.

EIN

34-1791253

Address

25550 CHAGRIN BLVD. SUITE 305 · BEACHWOOD, OH · 44122

Phone

(216) 595-1880

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator