# Rubicon Programs, INC. 403(b) Plan
Source: https://planprovider.pro/companies/rubicon-programs-inc-403b-plan

> Rubicon Programs, INC.'s 403(b) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rubicon Programs, INC.

- **Sponsor EIN:** 942301550

- **Sponsor Address:** 2500 BISSELL AVE., RICHMOND, CA, 94804

- **Plan Type:** 403(b)

- **Total Participants:** 113

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|113|$8.6M|$68,241|$523,040|

| 2023|156|$7.8M|$73,244|$577,565|

| 2022|193|$6.0M|$73,662|$529,394|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$28,120|—|$28,120|

| CETERA INVESTMENT ADVISERS LLC|SERVICE PROVIDER|—|$12,572|$12,572|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,692

- **Estimated Expense Ratio:** 0.471% of plan assets

### 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|$28,120|—|$27,720|—|—|

| 2023|$23,431|—|$23,181|—|—|

| 2022|$23,284|—|—|—|—|

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