How big is Rubicon Point Partners, LLC's plan?

Rubicon Point Partners, LLC's plan reported $1.5M in assets and 24 participants for 2024.

Original filing (PDF)20250718134730NAL0003384930001

Rubicon Point Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Rubicon Point Partners LLC 401(k) Plan

401(k) retirement plan · Rubicon Point Partners, LLC's Rubicon Point Partners LLC 401(k) Plan held $1.5M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Marcus Bowie signed Rubicon Point Partners, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Point Partners, LLC's EIN is 45-2549666.

EIN 45-2549666

Plan number 001

Plan year 2024

ACK ID 20250718134730NAL0003384930001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rubicon Point Partners, 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 POINT PARTNERS, LLC.

Finding similar companies…

Plan health score

Above-average plan

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