Rubrik 401(K) Plan — Form 5500 plan (Rubrik, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rubrik 401(K) Plan is a benefit plan reported by Rubrik, Inc. under EIN 46-4560494 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,079 participants and $154,149,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rubrik, Inc.
EIN
46-4560494
Plan number
001
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
2,079
End-of-year plan assets
$154,149,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,079H, C20240906155345NAL0002813474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,149,967
Total liabilities (EOY)
$2
Net assets (EOY)
$154,149,965
Net assets (BOY)
$102,328,340

Income & contributions

Employer contributions
$0
Participant contributions
$30,650,810
Total contributions
$37,740,529
Total income / additions
$61,629,021

Expenses & distributions

Benefits paid
$9,612,478
Administrative expenses
$125,140
Total expenses
$9,807,396
Net increase / (decrease)
$51,821,625

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$80,430$02023
Strategic Advisors, Inc.ADVISOR$35,631not reported in the loaded dataset2023
Newfront Retirement ServicesBROKER$29,950not reported in the loaded dataset2023

Related Form 5500 pages