How big is Ruben Strategy Group LLC's plan?

Ruben Strategy Group LLC's plan reported $492K in assets and 1 participants for 2024.

Original filing (PDF)20250725143404NAL0008923376001

Ruben Strategy Group LLC

Name: Ruben Strategy Group LLC — Ruben Strategy Group LLC, Form 5500 (2024)
Creator: Ruben Strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ruben Strategy Group LLC 401(k) P/S Plan

401(k) retirement plan · Ruben Strategy Group LLC's Ruben Strategy Group LLC 401(k) P/S Plan held $492K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

People on this filing

Monica Martinez signed Ruben Strategy Group LLC's 2024 Form 5500 as plan administrator.

Monica Martinez — 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

Ruben Strategy Group LLC's EIN is 45-3537971.

EIN 45-3537971

Plan number 001

Plan year 2024

ACK ID 20250725143404NAL0008923376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ruben Strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ruben Strategy Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBEN STRATEGY GROUP LLC.

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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.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

RUBEN STRATEGY GROUP LLC

EIN

all filings

Address

1731 NOTTINGHAM RD · LANSING, MI · 48911

Phone

(517) 281-3526

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator