· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS RUBIN & KELLEY PC — THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929175837NAL0011609857001
THOMAS RUBIN & KELLEY PC
Form 5500-SF
FILING_RECEIVED
THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
23
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS RUBIN & KELLEY PC
.
Find decision makers
Plan sponsor
Name
THOMAS RUBIN & KELLEY PC
EIN
86-0443047
Address
7330 N. 16TH STREET, SUITE A100 · PHOENIX, AZ · 85020
Phone
(602) 274-8289
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KUHN O'TOOLE & MAIETTA, LLP
KUHN O'TOOLE & MAIETTA, LLP 401(K) PLAN
$3.3M · 9 participants
WELBY C. SHOWALTER
WELBY C. SHOWALTER PROFIT SHARING PLAN
$3.3M · 4 participants
HALL LAW PA
HALL LAW PA PS 401(K) PLAN
$3.3M · 11 participants
DANKNER & MILSTEIN, P.C.
DANKNER & MILSTEIN, P.C. PROFIT SHARING PLAN
$3.3M · 3 participants
DUFFEE & EITZEN LLP
DUFFEE & EITZEN LLP 401(K) PLAN
$3.3M · 25 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
LOWMAN LAW FIRM, PA
LOWMAN LAW FIRM, P.A. CASH BALANCE PLAN
$3.3M · 32 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
