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Sponsor portfolio

MARK B. RUBIN, P.C.

EIN 27-1573468-legal services-Latest filing 2024
Plans
2
Retirement
2
$18.1M assets
Welfare
0
Participants
10
28 KINGSTON RD - SCARSDALE, NY 105831150718-231-1515LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$11.3M - 5 part#002TraditionalDB-$6.8M - 5 part

Retirement portfolio analytics

2 plans aggregated / $18.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • RUBIN KEOGH PLAN (#001)62%
  • DEFINED BENEFIT PLAN (#002)38%
Total $18.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RUBIN KEOGH PLAN (#001)5
  • DEFINED BENEFIT PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARK B. RUBIN KEOGH PLAN

401k

Assets$11.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MARK B. RUBIN DEFINED BENEFIT PLAN

TraditionalDB

Assets$6.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARK B. RUBIN KEOGH PLAN401k$11.3M52024
002MARK B. RUBIN DEFINED BENEFIT PLANTraditionalDB$6.8M52024
Retirement plans
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