Jack Rubin & Sons, Inc. Defined Benefit Pension Plan
Sponsored by Jack Rubin & Sons, Inc. · EIN 951771502 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 50
- With balances
- 0
Plan year beginning 07/16/2020
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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt | Investment advisory (plan), Investment management, Securities brokerage | $25,028 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/16/2020 | $4.6M | 50 | ack 20250530135837NAL0005292499001 |
| 07/16/2019 | $4.6M | 58 | ack 20250530135608NAL0005246963001 |
| 07/16/2018 | $4.3M | 61 | ack 20250530135502NAL0005290275001 |
| 07/16/2017 | $4.2M | 59 | ack 20250530135401NAL0021296418001 |
| 07/16/2016 | $4.1M | 67 | ack 20250530135259NAL0005289523001 |