Rubicon Technologies, Llc 401(k) Plan
Sponsored by Rubicon Technologies, Llc · EIN 452257211 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.2M
- Active participants
- 248
- With balances
- 403
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $40,572 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,418 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,550 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $14.3M | 248 | ack 20251006161550NAL0009868002001 |
| 01/01/2021 | $12.5M | 411 | ack 20250227082557NAL0001173379001 |