Original filing (PDF)20250821173727NAL0008605634001

RUBICON REALTY ADVISORS INC

Name: RUBICON REALTY ADVISORS INC — RRA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RUBICON REALTY ADVISORS INC

Form 5500-SF

FILING_RECEIVED

RRA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 RUBICON REALTY ADVISORS INC.

Plan sponsor

Name

RUBICON REALTY ADVISORS INC

EIN

61-1579366

Address

3575 MT. DIABLO, STE 215 · LAFAYETTE, CA · 94549

Phone

(925) 283-8919

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TAPESTRY DEVELOPMENT GROUP, INC.

TAPESTRY DEVELOPMENT GROUP, INC. 403(B) PLAN

$1.3M · 3 participants

BST MANAGEMENT, LLC

BST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$1.3M · 19 participants

MCDERMOTT GROUP

MCDERMOTT GROUP 401K PLAN

$1.3M · 51 participants

MORRIS STRATEGIC INVESTMENTS, LLC

MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN

$1.3M · 4 participants

LAKES OF THE FOUR SEASONS PROPERTY OWNERS ASSOCIATION INC.

LAKES OF THE FOUR SEASONS 401K PLAN