How big is Rubicon 5, LLC's plan?

Rubicon 5, LLC's plan reported $531K in assets and 8 participants for 2024.

Original filing (PDF)20251010112733NAL0012978736001

Rubicon 5, LLC

Name: Rubicon 5, LLC — Rubicon 5, LLC 401(k) Plan, Form 5500 (2024)
Creator: Rubicon 5, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rubicon 5, LLC 401(k) Plan

401(k) retirement plan · Rubicon 5, LLC's Rubicon 5, LLC 401(k) Plan held $531K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Richard Tatum signed Rubicon 5, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Rubicon 5, LLC's EIN is 83-2822027.

EIN 83-2822027

Plan number 001

Plan year 2024

ACK ID 20251010112733NAL0012978736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rubicon 5, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rubicon 5, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUBICON 5, LLC.

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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.

Plan sponsor

Name

RUBICON 5, LLC

EIN

all filings

Address

427 SOUTH GROVE STREET · EUSTIS, FL · 32726

Phone

(352) 531-5794

Industry

Wholesale Trade

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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