Original filing (PDF)20250325180437NAL0022353872001

SAMUEL L. RUBIN COMPANY, LLC

Name: SAMUEL L. RUBIN COMPANY, LLC — SAMUEL L. RUBIN COMPANY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAMUEL L. RUBIN COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

SAMUEL L. RUBIN COMPANY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL L. RUBIN COMPANY, LLC.

Plan sponsor

Name

SAMUEL L. RUBIN COMPANY, LLC

EIN

47-4380322

Address

137 N. LARCHMONT BLVD., SUITE 207 · LOS ANGELES, CA · 900043704

Phone

(310) 451-1228

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MANCO PROPERTY SERVICES

MANCO PROPERTY SERVICES 401(K) PLAN

$298K · 19 participants

CASCADE MANAGEMENT, INC.

CASCADE MANAGEMENT 401(K) PLAN

$298K · 18 participants

QUASAR PROPERTY MANAGEMENT

QUASAR PROPERTY MANAGEMENT AND REAL ESTATE, LLC

$298K · 14 participants

MIDDLETOWN PROPERTY GROUP LLC

MIDDLETOWN PROPERTY GROUP LLC 401(K) PLAN

$298K · 26 participants

ECWI GF HOSPITALITY LLC

ECWI GF HOSPITALITY LLC RETIREMENT PLAN