Retirement plan

RUBENSTEIN LAW P.A. 401(K) PLAN

Name: RUBENSTEIN LAW P.A. - RUBENSTEIN LAW P.A. 401(K) PLAN (2024) Form 5500
Creator: RUBENSTEIN LAW P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RUBENSTEIN LAW P.A. 401(K) PLAN, RUBENSTEIN LAW P.A.

RUBENSTEIN LAW P.A.EIN 65-0715749Plan #002PY 2024

9130 S. DADELAND BLVD., SUITE PH - MIAMI, FL 33156305-661-6000rubensteinlaw.comLinkedIn201-500 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.9M

+21.2% from 2023

Total participants

272

+13.3% from 2023

Average account balance

$61,362

+3.9% from 2023

Annual return

16.34%

-4.04 pp from 2023

Benchmarks

See 6,278 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,278 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.89M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

210

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.

72.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.34%

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 1 by compensation

Provider	Service type	Compensation
INVESTACORP8+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312	Other Commissions	$44,073

Plan features & details

Pension benefit codes2E2J2F2G3D

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.
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.

Opportunity flags

0 tripped

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

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: METZ CPA, PLLC
Auditor EIN: 464558541
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,362

$101,672-39.6%

$147,117-58.3%

$74,478-17.6%

Participation rate

72.4%

75.5%-3.1pp

82.2%-9.7pp

67.2%+5.2pp

Annual return

16.34%

8757.83%-8741.5pp

420.54%-404.2pp

1370.56%-1354.2pp

Employer contribution / active EE

$3,240

$3,813-15.0%

$4,932-34.3%

$2,626+23.4%

Participant deferral / active EE

$5,135

$7,305-29.7%

$8,065-36.3%

$4,350+18.0%

Admin fee / account holder

$1,753-100.0%

$12,993-100.0%

$1,946-100.0%

Provider

Service type

Compensation

INVESTACORP8+ years

Filed as: INVESTACORP ADVISORY SERVICES

Service code 55

2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312

Other Commissions

$44,073

RUBENSTEIN LAW P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RUBENSTEIN LAW P.A. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion