Rubinbrown Llp 401(k) Profit Sharing Plan And Trust
Sponsored by Rubinbrown Llp · EIN 430765316 · Plan #002
- Total assets
- $204M
- Net assets
- $204M
- Active participants
- 998
- With balances
- 1,025
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Enterprise Bank & Trust | Investment advisory (plan) | $50,770 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$42,678 |