Plan Snapshot
- Plan Sponsor: Jack Rubin & Sons, INC.
- Sponsor EIN: 951771502
- Sponsor Address: 13103 S. ALAMEDA, COMPTON, CA, 90222
- Plan Type: DB
- Total Participants: 40
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 40 | $3.4M | $0 | $0 |
| 2021 | 50 | $4.6M | $0 | $0 |
| 2020 | 58 | $4.6M | $0 | $0 |
| 2019 | 61 | $4.3M | $0 | $0 |
| 2018 | 59 | $4.2M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAMBALIZA MCGEE LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $85,135 | — | — | — | $67,184 |
| 2021 | $179,828 | $28,028 | — | — | — |
| 2020 | $88,466 | $23,047 | — | — | — |
| 2019 | $24,960 | $24,960 | — | — | — |
| 2018 | $26,640 | — | — | — | — |