Search public Form 5500 filings

15 results

Companies

companyRubenstein Associates, Inc.
EIN: 13-2540840Location: NYPlans: 3Latest: 2023

planRubenstein 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 001Participants: 235Assets: $36,078,937Location: New York, NYLatest: 2023
planRubenstein Associates, Inc.Provider compensation2023 filing
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 501Participants: 143Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planRubenstein Associates, Inc. Flexible Spending Accounts2023 filing
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 502Participants: 20Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Rubenstein 401(K) Plan
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 001Ack ID: 20240924142322NAL0007502563001
filing2023 Form 5500 — Rubenstein Associates, Inc.
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 501Ack ID: 20241001141200NAL0003359619004
filing2023 Form 5500 — Rubenstein Associates, Inc. Flexible Spending Accounts
Sponsor: Rubenstein Associates, Inc.EIN: 13-2540840Plan: 502Ack ID: 20241001141200NAL0003359619003