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  2. RUBICON REALTY ADVISORS, INC.
Sponsor portfolio

RUBICON REALTY ADVISORS, INC.

EIN 61-1579366-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
20
575 MT. DIABLO BOULEVARD, SUITE 215 - LAFAYETTE, CA 94549925-283-8919
Plans on this EIN
2 filings
#001401k-$1.7M - 11 part#002CashBalance-$1.3M - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • PLAN & TRUST (#002)42%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • PLAN & TRUST (#002)9
Total 20Click 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

RRA 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RRA CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RRA 401(K) PROFIT SHARING PLAN401k$1.7M112025
002RRA CASH BALANCE PLAN & TRUSTCashBalance$1.3M92024
Retirement plans
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