Rubio's Restaurant Group, Llc 401 (K) Plan
Sponsored by Rubio's Restaurant Group, Llc · EIN 992131411 · Plan #002 · Carlsbad, CA
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 1,442
- With balances
- 314
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $8,792 |
| Mercer Investments Llc | Other fees | $2,726 |
| Morningstar | Investment advisory (plan) | $0 |
| Mercer Global Advisors, Inc | Other fees | $0 |