· 2022–2024 · DOL EFAST2
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RUBIN WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
95
Total plan assets
$52.1M
Filings (rows)
1
Direct comp
$6K
Indirect comp
$21K
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
TRIPP SCOTT, P.A.
TRIPP SCOTT, P.A. 401K PLAN
FORT LAUDERDALE, FL
Other
SERVICE PROVIDER
95
$52.1M
$6K
RUBIN WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
