Plan Snapshot
- Plan Sponsor: Rubin Postaer And Associates
- Sponsor EIN: 954062405
- Sponsor Address: 2525 COLORADO AVENUE, SANTA MONICA, CA, 90404
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $118.0M
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 | 564 | $118.0M | $0 | $5.0M |
| 2023 | 559 | $111.6M | $406,574 | $5.3M |
| 2022 | 712 | $98.8M | $752,142 | $5.3M |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $189,701 | $117,418 | — | — | — |
| 2023 | $106,745 | — | — | $4,725 | — |
| 2022 | $57,375 | — | — | — | — |