How big is Rubicon Associates LLC's plan?

Rubicon Associates LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250424221135NAL0005071155024

Rubicon Associates LLC

Name: Rubicon Associates LLC — Rubicon Associates 401(k), Form 5500 (2024)
Creator: Rubicon Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubicon Associates 401(k) Plan

401(k) retirement plan · Rubicon Associates LLC's Rubicon Associates 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Rubicon Associates LLC's EIN is 47-2532422.

EIN 47-2532422

Plan number 001

Plan year 2024

ACK ID 20250424221135NAL0005071155024

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rubicon Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ASSOCIATES 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