Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RUBIN, FORTUNATO & HARBISON, P.C.
EIN 23-2806799law practiceLatest filing 2025
Plans
2
Retirement
2
$16.5M assets
Welfare
0
Participants
47
1200 LIBERTY RIDGE DRIVE, SUITE 220 - WAYNE, PA 19087610-408-2000rubinfortunato.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.5M assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN
401k
Assets$11.1M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN
401k
Assets$5.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RUBIN, FORTUNATO & HARBISON, P.C. 401(K) PLAN | 401k | $11.1M | 37 | 2025 | |
| 004 | RUBIN, FORTUNATO & HARBISON, P.C. ATTORNEY 401(K) PLAN | 401k | $5.3M | 10 | 2025 |
Retirement plans