# Rubin And Rudman LLP 401(k) Plan
Source: https://planprovider.pro/companies/rubin-and-rudman-llp-plan-001

> Rubin And Rudman LLP's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rubin And Rudman LLP

- **Sponsor EIN:** 042202844

- **Sponsor Address:** 53 STATE STREET, BOSTON, MA, 02109

- **Plan Type:** 401(k)

- **Total Participants:** 152

- **Total Assets:** $66.9M

## 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|152|$66.9M|$1.3M|$1.9M|

| 2023|135|$67.4M|$1.2M|$1.7M|

| 2022|128|$58.8M|$1.3M|$1.4M|

## 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|

| CITRIN COOPERMAN & COMPANY LLP|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|$86,495|$40,000|$42,274|—|—|

| 2023|$21,885|$14,510|$4,929|—|—|

| 2022|$13,429|—|$13,429|—|—|

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