# Jack Rubin & Sons, INC. DB Plan
Source: https://planprovider.pro/companies/jack-rubin-sons-inc-plan-001

> Jack Rubin & Sons, INC.'s DB plan: 40 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|—|

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