Plan Snapshot
- Plan Sponsor: Rubicon Technologies, LLC
- Sponsor EIN: 452257211
- Sponsor Address: 950 EAST PACES FERRY RD, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $14.3M | $416,931 | $1.6M |
| 2023 | 313 | $13.9M | $505,147 | $2.0M |
| 2022 | 411 | $11.4M | $328,239 | $2.3M |
| 2021 | 411 | $12.5M | $0 | $0 |
| 2020 | 365 | $9.6M | $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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $82,484 | — | $82,484 | — | — |
| 2023 | $75,618 | — | $75,618 | — | — |
| 2022 | $67,660 | — | $67,660 | — | — |
| 2021 | $64,166 | — | $64,166 | — | — |
| 2020 | $42,289 | — | $42,289 | — | — |