How big is RUBY Financial Planning LLC's plan?

RUBY Financial Planning LLC's plan reported $103K in assets and 4 participants for 2024.

Original filing (PDF)20250321112025NAL0008216833001

RUBY Financial Planning LLC

Name: RUBY Financial Planning LLC — RUBY Financial, Form 5500 (2024)
Creator: RUBY Financial Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RUBY Financial Planning 401(k) Plan

401(k) retirement plan · RUBY Financial Planning LLC's RUBY Financial Planning 401(k) Plan held $103K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

Plan identifiers

RUBY Financial Planning LLC's EIN is 92-1954990.

EIN 92-1954990

Plan number 001

Plan year 2024

ACK ID 20250321112025NAL0008216833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RUBY Financial Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RUBY Financial Planning 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 RUBY FINANCIAL PLANNING 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