Original filing (PDF)20250918083847NAL0001873842001

RUBY PEAK, INC.

Name: RUBY PEAK, INC. — RUBY PEAK, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: RUBY PEAK, INC.

Form 5500-SF

FILING_RECEIVED

RUBY PEAK, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUBY PEAK, INC..

Plan sponsor

Name

RUBY PEAK, INC.

EIN

87-3300963

Address

1979 MARCUS AVE STE 210 · NEW HYDE PARK, NY · 110421022

Phone

(917) 257-7988

Industry

Management of Companies / Holdingssee 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

2025-09-18

Pension benefit codes

1C · Cash balance or similar hybrid DB

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

GIBBS BROTHERS AND COMPANY, L.P.

GIBBS BROTHERS AND COMPANY MONEY PURCHASE PENSION PLAN

$1.1M · 3 participants

PPB CAPITAL PARTNERS, LLC

PPB CAPITAL PARTNERS 401(K) PLAN

$1.1M · 47 participants

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED DENTAL BENEFITS PLAN FOR RETIRED EMPLOYEES

$1.1M

CAISSA, LLC

CAISSA, LLC 401(K) PROFIT SHARING PLAN

$1.1M

TRU LUC HOLDING LLC

TRU LUC HOLDING LLC 401K