Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN ADAM RUBIN & ASSOCIATES, PLLC
EIN 26-1833825Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
71 WEST 23RD STREET, SUITE 1623 - NEW YORK, NY 10010212-643-5402stevenadamrubin.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 6 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#002
STEVEN ADAM RUBIN & ASSOCIATES PLLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVEN ADAM RUBIN & ASSOCIATES PLLC 401K PROFIT SHARING PLAN
401k
Assets$384K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVEN ADAM RUBIN & ASSOCIATES PLLC CASH BALANCE PLAN | CashBalance | $3.1M | 3 | 2025 | |
| 001 | STEVEN ADAM RUBIN & ASSOCIATES PLLC 401K PROFIT SHARING PLAN | 401k | $384K | 3 | 2025 |
Retirement plans