· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RUBINO & COMPANY, CHARTERED — RUBINO & COMPANY EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731154427NAL0007361216001
RUBINO & COMPANY, CHARTERED
Form 5500-SF
FILING_RECEIVED
RUBINO & COMPANY EMPLOYEES' PROFIT SHARING PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
103
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
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
RUBINO & COMPANY, CHARTERED
.
Find decision makers
Plan sponsor
Name
RUBINO & COMPANY, CHARTERED
EIN
52-1186096
Address
6903 ROCKLEDGE DR STE 1200 · BETHESDA, MD · 208171848
Phone
(301) 564-3636
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ALEXANDER THOMPSON ARNOLD PLLC
ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN
$23.5M · 273 participants
COPELAND BUHL & COMPANY PLLP
COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN
$23.4M · 111 participants
SMITH, DUKES & BUCKALEW, L.L.P.
SMITH, DUKES & BUCKALEW SELF-EMPLOYED PLAN
$23.5M · 45 participants
BEAIRD HARRIS PLLC
BEAIRD HARRIS PLLC 401(K) PLAN
$23.4M · 81 participants
O'CONNOR & DREW P.C.
O'CONNOR & DREW EMPLOYEE 401(K) PROFIT SHARING PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$23.5M · 138 participants
GORDON ADVISORS, P.C.
GORDON ADVISORS, P.C. 401(K) PLAN
$23.6M · 59 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
