IAN RUBIN INSURANCE AGENCY INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
8
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
83
/ 100
Grade B
Above-average plan
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
40
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IAN RUBIN INSURANCE AGENCY INC..
Plan sponsor
Name
IAN RUBIN INSURANCE AGENCY INC.
EIN
95-3922709
Address
28310 ROADSIDE DRIVE SUITE 133 · AGOURA HILLS, CA · 91301
Phone
(818) 865-3387
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
