AUMdb

Rubin And Rudman Llp 401(k) Profit Sharing Plan

Sponsored by Rubin And Rudman Llp · EIN 042202844 · Plan #001

Total assets
$66.9M
Net assets
$66.9M
Active participants
152
With balances
208

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Servic Recordkeeping fees $46,495
Rockland Trust Company Investment advisory (participants), Investment advisory (plan) $40,000