# Rubinbrown LLP 401(k) Plan
Source: https://planprovider.pro/companies/rubinbrown-llp-430765316-002

> Rubinbrown LLP's 401(k) plan: 998 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rubinbrown LLP

- **Sponsor EIN:** 430765316

- **Sponsor Address:** 7676 FORSYTH BLVD, ST LOUIS, MO, 63105

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

- **Plan Number:** 002

- **Total Participants:** 998

- **Total Assets:** $204.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|998|$204.2M|$4.9M|$9.5M|

| 2023|957|$177.4M|$4.6M|$9.0M|

| 2022|882|$160.0M|$4.1M|$7.9M|

## 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|

| ENTERPRISE BANK & TRUST|Investment Advisor|$50,770|—|$50,770|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,770

- **Estimated Expense Ratio:** 0.025% 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|$8,092|$50,770|—|—|—|

| 2023|$31,474|$44,249|$300|—|—|

| 2022|$168,980|—|—|—|—|

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