· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RUBIN & LEVIN PC — RUBIN & LEVIN PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730143539NAL0002004403001
RUBIN & LEVIN PC
Form 5500-SF
FILING_RECEIVED
RUBIN & LEVIN PC 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
34
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RUBIN & LEVIN PC
.
Find decision makers
Plan sponsor
Name
RUBIN & LEVIN PC
EIN
35-1498694
Address
135 N PENNSYLVANIA ST STE 1400 · INDIANAPOLIS, IN · 46204
Phone
(317) 634-0300
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
GOEHRING RUTTER & BOEHM
GOEHRING RUTTER & BOEHM PROFIT SHARING & SALARY REDUCTION PLAN
$17.7M · 64 participants
MCDOWELL KNIGHT ROEDDER & SLEDGE, L.L.C.
MCDOWELL KNIGHT ROEDDER & SLEDGE L.L.C. 401(K) PROFIT SHARING PLAN
$17.7M · 22 participants
SWEENEY MASON LLP
SWEENEY MASON LLP 401(K) SAVINGS & PROFIT SHARING PLAN
$17.7M · 27 participants
GISLASON & HUNTER LLP
GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN
$17.7M · 44 participants
KUCKER MARINO WINIARSKY & BITTENS, LLP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KUCKER MARINO WINIARSKY & BITTENS, LLP 401(K) PLAN
$17.8M · 69 participants
WRIGHT CLOSE & BARGER, LLP
WRIGHT CLOSE & BARGER, LLP PROFIT SHARING PLAN
$17.7M · 63 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
