Retirement plan

RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST

Name: RUBINBROWN LLP - RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: RUBINBROWN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST, RUBINBROWN LLP

RUBINBROWN LLPEIN 43-0765316Plan #002PY 2025

7676 FORSYTH BLVD, SUITE 2100 - ST LOUIS, MO 63105314-290-3300rubinbrown.comLinkedIn501-1000 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$204.2M

+15.1% from 2024

Total participants

1,225

+5.2% from 2024

Average account balance

$199,247

+8.2% from 2024

Annual return

14.35%

+0.60 pp from 2024

Benchmarks

See 603 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort603 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$204.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$199K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,025

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ENTERPRISE BANK & TRUST2 years Service code 27 · EIN 85-0165679	Advisory (Plan)	$50,770
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	-$42,678

Plan features & details

Pension benefit codes2E2F2G2J2T3B3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$8 / participant

Investment mgmt$51K627.4%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KATZ SAPPER & MILLER, LLP
Auditor EIN: 351090346
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$199,247

$110,483+80.3%

$145,433+37.0%

$79,634+150.2%

Participation rate

80.0%

71.1%+8.9pp

82.1%-2.2pp

62.5%+17.5pp

Annual return

14.35%

24.62%-10.3pp

66.58%-52.2pp

36.46%-22.1pp

Employer contribution / active EE

$4,951

$4,053+22.2%

$4,554+8.7%

$2,529+95.8%

Participant deferral / active EE

$9,564

$7,216+32.5%

$7,897+21.1%

$3,835+149.4%

Admin fee / account holder

$680-98.8%

$13,129-99.9%

$1,002-99.2%

Provider

Service type

Compensation

ENTERPRISE BANK & TRUST2 years

Service code 27 · EIN 85-0165679

Advisory (Plan)

$50,770

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

-$42,678

RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RUBINBROWN LLP 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion