PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VIRGIL & RUBEL, LLP
Sponsor portfolio

VIRGIL & RUBEL, LLP

EIN 88-1034442-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
10
201 ALHAMBRA CIRCLE, SUITE 705 - CORAL GABLES, FL 33134305-448-6333
Plans on this EIN
2 filings
#001CashBalance-$2.3M - 5 part#002401k-$883K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#001)72%
  • E. VIRGIL 401(K) (#002)28%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)5
  • E. VIRGIL 401(K) (#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

JAMES E. VIRGIL CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES E. VIRGIL 401(K) PLAN

401k

Assets$883K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES E. VIRGIL CASH BALANCE PLANCashBalance$2.3M52024
002JAMES E. VIRGIL 401(K) PLAN401k$883K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica