Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
KIMBALL E. RUBIN & ASSOCIATES, LTD.
EIN 34-1791253accountingLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
25550 CHAGRIN BLVD. SUITE 305 - BEACHWOOD, OH 44122216-595-1880keraltd.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 20 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
KIMBALL E. RUBIN & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$968K
Participants12
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 | KIMBALL E. RUBIN & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.1M | 8 | 2024 | |
| 001 | KIMBALL E. RUBIN & ASSOCIATES, LTD. 401K PROFIT SHARING PLAN AND TRUST | 401k | $968K | 12 | 2024 |
Retirement plans