How big is Thomas Rubin & Kelley PC's plan?

Thomas Rubin & Kelley PC's plan reported $3.3M in assets and 13 participants for 2024.

Original filing (PDF)20250929175837NAL0011609857001

Thomas Rubin & Kelley PC

Name: Thomas Rubin & Kelley PC — Thomas Rubin & Kelley PC, Form 5500 (2024)
Creator: Thomas Rubin & Kelley PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Rubin & Kelley PC 401(k) Profit Sharing Plan

401(k) retirement plan · Thomas Rubin & Kelley PC's Thomas Rubin & Kelley PC 401(k) Profit Sharing Plan held $3.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Thomas Rubin & Kelley PC's EIN is 86-0443047.

EIN 86-0443047

Plan number 002

Plan year 2024

ACK ID 20250929175837NAL0011609857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas Rubin & Kelley PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Rubin & Kelley PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS RUBIN & KELLEY PC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THOMAS RUBIN & KELLEY PC

EIN

all filings

Address

7330 N. 16TH STREET, SUITE A100 · PHOENIX, AZ · 85020

Phone

(602) 274-8289

Industry

Law Offices· Professional & Technical Services

Plan administrator