Rubenstein Law P.A.'s EIN is 65-0715749.
Download the official 2024 Form 5500 (PDF) for Rubenstein Law P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rubenstein Law P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTACORP ADVISORY SERVICES | — | FT. LAUERDALE, FL | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.1M | 24.0% | |
| T.Rowe Price Retire 2040 Mutual Fund | Other securities | — | — | $1.2M | 9.1% | |
| T.Rowe Price Retire 2055 Mutual Fund | Other securities | — | — | $982K | 7.6% | |
| T.Rowe Price Retire 2050 Mutual Fund | Other securities | — | — | $832K | 6.5% | |
| T.Rowe Price Retire 2035 Mutual Fund | Other securities | — | — | $757K | 5.9% | |
| T.Rowe Price Retire 2030 Mutual Fund | Other securities | — | — | $613K | 4.8% | |
| T.Rowe Price Retire 2045 Mutual Fund | Other securities | — | — | $545K | 4.2% | |
| T.Rowe Price Retire 2060 Mutual Fund | Other securities | — | — | $527K | 4.1% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $465K | 3.6% | |
| T.Rowe Price U.S. Treasury Money Mutual Fund | Other securities | — | — | $429K | 3.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $383K | 3.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $368K | 2.9% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $296K | 2.3% | |
| JPMorgan Small Cap Value Fund R6 Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $274K | 2.1% | |
| T.Rowe Price Dividend Growth Mutual Fund | Other securities | — | — | $259K | 2.0% | |
| T.Rowe Price Retire 2025 Mutual Fund | Other securities | — | — | $238K | 1.8% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $173K | 1.3% | |
| Mid-Cap Growth II R1 Mutual Fund | Other securities | — | — | $170K | 1.3% | |
| T.Rowe Price QM U.S. Small-Cap Mutual Fund | Other securities | — | — | $167K | 1.3% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $151K | 1.2% | |
| MSCI iShares MSCI Eafe International Mutual Fund | Other securities | — | — | $135K | 1.0% | |
| Index K * T.Rowe Price Retire 2020 Mutual Fund | Other securities | — | — | $107K | 0.8% | |
| DFA Real Estate Securities Fund Inst Mutual Fund | Mutual Funds | — | — | $106K | 0.8% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $100K | 0.8% | |
| T.Rowe Price Retire 2065 Mutual Fund | Other securities | — | — | $99K | 0.8% | |
| Oppenheimer Gold & Special Minerals Mutual Fund | Mutual Funds | — | — | $94K | 0.7% | |
| Hartford Internat Opportunuties Fund Mutual Fund | Other securities | — | — | $66K | 0.5% | |
| T.Rowe Price Retire 2005 Mutual Fund | Other securities | — | — | $19K | 0.1% | |
| Victory Capital Sycamore Established Mutual Fund | Other securities | — | — | $18K | 0.1% | |
| Value Fund TCW MetWest Total Return Bond Fund - Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Class I Shares Blackrock Technology Opp. Instl Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Blackrock Hecla Mining Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
