Rubino & Company, Chartered

Employee Benefit Plan Auditor

Bethesda, MD

About Rubino & Company, Chartered

<p>Government contractors and nonprofit organizations are two of the client groups Rubino &amp; Company, Chartered works with from its Bethesda office in the Washington, DC metro area.</p> <p>Founded in 2012, the firm provides CPA and accounting services and is listed at 6903 Rockledge Drive, Bethesda, MD. It also reports more than 45 years of experience and holds a peer review rating of pass.</p> <p>Rubino handles accounting and tax work for organizations that often face specialized reporting needs, including government contractors, nonprofit organizations, housing authorities, and small businesses. As an audit-focused resource in a retirement plan provider directory, it may be relevant for plans that need annual plan audits under ERISA and DOL rules.</p> <p>One differentiator is its mix of large-firm experience with a smaller-firm client service approach. For inquiries, the public listing includes Robert J. Hinz as a contact.</p> <ul> <li>CPA firm in Bethesda, Maryland (Washington, DC metro area)</li> <li>Founded in 2012</li> <li>Peer review rating: pass</li> <li>Industry focus: government contractors, nonprofits, housing authorities, small businesses</li> <li>Related category: <a href="/auditors/401k">401(k) auditors</a></li> </ul>

Website: https://rubino.com/

Founded: 2012

Office Locations

  • Bethesda, MD (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 31
  • Total AUM Audited: $2.3B
  • 401(k): 31 plans, $2.3B AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
WESTAT, INC. SAVINGS PLANWESTAT, INC., MD$757M6,738
WESTAT, INC. EMPLOYEE STOCK OWNERSHIP PLANWESTAT, INC., MD$419M2,969
AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLANAMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES, VA$323M1,669
AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLANAMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES, VA$260M799
TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLANTECHNICAL RESOURCES INTERNATIONAL, INC., MD$57M368
JK MOVING SERVICES & CAPRELO PROFIT SHARING & 401(K) PLANJK MOVING AND STORAGE, INC., VA$51M604
UNIVERSITY RESEARCH CO., LLC EMPLOYEE RETIREMENT PLANUNIVERSITY RESEARCH CO., LLC, MD$47M151
SYSTEM HIGH CORP. 401(K) RETIREMENT PLANSYSTEM HIGH CORPORATION, VA$45M572
CREATIVE ASSOCIATES INTERNATIONAL, INC. INCENTIVE SAVINGS PROGRAMCREATIVE ASSOCIATES INTERNATIONAL, INC., MD$35M170
STRATEGIC INSIGHT, LTD 401(K) PLANSTRATEGIC INSIGHT LTD., VA$30M99
IQ SOLUTIONS, INC. 401(K) PROFIT SHARING PLANIQ SOLUTIONS, INC., MD$27M200
FREEDOM HOUSE 403B RETIREMENT PLANFREEDOM HOUSE INC., DC$26M179
TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDCAMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES, VA$25M35
CITI 401(K) PLANCREATIVE INFORMATION TECHNOLOGY, INC., VA$25M92
TETRACORE, INC. 401K PLANTETRACORE, INC., MD$23M72
RESULTS FOR DEVELOPMENT INSTITUTE 401(K) PLANRESULTS FOR DEVELOPMENT INSTITUT, DC$20M104
FORUM ONE COMMUNICATIONS 401(K) PLANFORUM ONE COMMUNICATIONS, CO$15M94
PROGRESSIVE TECHNOLOGY FEDERAL SYSTEMS, INC. 401(K) PLANPROGRESSIVE TECHNOLOGY FEDERAL, MD$14M76
LEARNING POINT ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLANAMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES, VA$14M38
INTERIMAGE, INC. 401(K) PROFIT SHARING PLANINTERIMAGE, INC., VA$13M57

Showing top 20 of 32 plans serviced in 2024.

Other Employee Benefit Plan Auditors in MD