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Original filing (PDF)20251001083858NAL0013954960001
RUBENSTEIN LAW P.A.
Form 5500
FILING_RECEIVED
RUBENSTEIN LAW P.A. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
210
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUBENSTEIN LAW P.A..
Plan sponsor
Name
RUBENSTEIN LAW P.A.
EIN
65-0715749
Address
9130 S. DADELAND BLVD., SUITE PH · MIAMI, FL · 33156
Phone
(305) 661-6000
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTACORP ADVISORY SERVICES | — | FT. LAUERDALE, FL | BROKER/ADVISOR | $0 | — |
Investments
33 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $3.1M | 24.0% | |
| T.Rowe Price Retire 2040 Mutual Fund | — | — | — | $1.2M | 9.1% | |
| T.Rowe Price Retire 2055 Mutual Fund | — | — | — | $982K | 7.6% | |
| T.Rowe Price Retire 2050 Mutual Fund | — | — | — | $832K | 6.5% | |
| T.Rowe Price Retire 2035 Mutual Fund | — | — | — | $757K | 5.9% | |
| T.Rowe Price Retire 2030 Mutual Fund | — | — | — | $613K | 4.8% | |
| T.Rowe Price Retire 2045 Mutual Fund | — | — | — | $545K | 4.2% | |
| T.Rowe Price Retire 2060 Mutual Fund | — | — | — | $527K | 4.1% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $465K | 3.6% | |
| T.Rowe Price U.S. Treasury Money Mutual Fund | — | — | — | $429K | 3.3% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $383K | 3.0% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $368K | 2.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $296K | 2.3% | |
| JPMorgan Small Cap Value Fund R6 Mutual Fund | — | — | — | $294K | 2.3% | |
| T.Rowe Price Retire 2010 Mutual Fund 413 American Funds Growth Fund of Amer Mutual Fund 10 R6 * Participant Loans Interest rates from 4.25% to 9.50% $0 | — | — | — | $274K | 2.1% | |
| T.Rowe Price Dividend Growth Mutual Fund | — | — | — | $259K | 2.0% | |
| T.Rowe Price Retire 2025 Mutual Fund | — | — | — | $238K | 1.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $173K | 1.3% | |
| Mid-Cap Growth II R1 Mutual Fund | — | — | — | $170K | 1.3% | |
| T.Rowe Price QM U.S. Small-Cap Mutual Fund | — | — | — | $167K | 1.3% | |
| Pimco Income Instl Mutual Fund | — | — | — | $151K | 1.2% | |
| MSCI iShares MSCI Eafe International Mutual Fund | — | — | — | $135K | 1.0% | |
| Index K * T.Rowe Price Retire 2020 Mutual Fund | — | — | — | $107K | 0.8% | |
| DFA Real Estate Securities Fund Inst Mutual Fund | — | — | — | $106K | 0.8% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $100K | 0.8% | |
| T.Rowe Price Retire 2065 Mutual Fund | — | — | — | $99K | 0.8% | |
| Oppenheimer Gold & Special Minerals Mutual Fund | — | — | — | $94K | 0.7% | |
| Hartford Internat Opportunuties Fund Mutual Fund | — | — | — | $66K | 0.5% | |
| T.Rowe Price Retire 2005 Mutual Fund | — | — | — | $19K | 0.1% | |
| Victory Capital Sycamore Established Mutual Fund | — | — | — | $18K | 0.1% | |
| Value Fund TCW MetWest Total Return Bond Fund - Mutual Fund | — | — | — | $6K | <0.1% | |
| Class I Shares Blackrock Technology Opp. Instl Mutual Fund | — | — | — | $4K | <0.1% | |
| Blackrock Hecla Mining Mutual Fund | — | — | — | $2K | <0.1% |
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