How big is Rubio & Company PC's plan?

Rubio & Company PC's plan reported $2.9M in assets and 2 participants for 2024.

Original filing (PDF)20251006114521NAL0003351409001

Rubio & Company PC

Name: Rubio & Company PC — Rubio CPA PC 401 K Plan, Form 5500 (2024)
Creator: Rubio & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubio CPA PC 401 K Plan

401(k) retirement plan · Rubio & Company PC's Rubio CPA PC 401 K Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Albert Rubio signed Rubio & Company PC's 2024 Form 5500 as plan administrator.

Albert Rubio — 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

Rubio & Company PC's EIN is 58-2032697.

EIN 58-2032697

Plan number 001

Plan year 2024

ACK ID 20251006114521NAL0003351409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rubio & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rubio & Company PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBIO & COMPANY PC.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RUBIO & COMPANY PC

DBA

RUBIO CPA PC

EIN

all filings

Address

3500 LENOX RD NE STE 1500 · ATLANTA, GA · 303264231

Phone

—

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