Rubb, Inc. 401(k) Profit Sharing Plan
Sponsored by Rubb, Inc. · EIN 010392673 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 68
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bigelow Investment Advisors, Llc CRD 143733 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bigelow Investment Advisors Ll | Investment advisory (plan) | $28,188 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $6,028 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |