Original filing (PDF)20250610183600NAL0026116672001

RUBICON REALTY ADVISORS INC

Name: RUBICON REALTY ADVISORS INC — RRA CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: RUBICON REALTY ADVISORS INC

Form 5500-SF

FILING_RECEIVED

RRA CASH BALANCE PLAN & TRUST

Defined-benefit pension 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

EG2, LLC DBA THE EXCELSIOR GROUP

THE EXCELSIOR GROUP 401(K) PLAN

$1.3M · 8 participants

MILLSTREAM PROPERTIES, LLC

MILLSTREAM PROPERTIES, LLC 401(K) PLAN

$1.3M · 45 participants

THE PRIME GROUP, INC.

THE PRIME GROUP, INC EMPLOYEE RETIREMENT SAVINGS PLAN

$1.3M · 16 participants

AQUIA HARBOUR PROPERTY OWNERS ASSOCIATION, INC.

AQUIA HARBOUR PROPERTY OWNERS' ASSOCIATION 401(K) PLAN

$1.3M · 38 participants

COASTAL MORTGAGE SOLUTIONS, INC.

COASTAL MORTGAGE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN