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Original filing (PDF)20251015170825NAL0002682019001
RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES
Form 5500
FILING_RECEIVED
BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
115
Accounts w/ balance
234
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES.
Plan sponsor
Name
RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES
EIN
27-3635342
Address
820 ADAMS AVE, SUTE 130 · STE. 130 · TROOPER, PA · 19403
Phone
(866) 472-7344
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | INVESTMENT AD VISORY | $22K | — |
Investments
19 direct securities · 15 pooled funds· $9.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.2M
19 holdings
Pooled Separate Account
$4.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $935K | 15.7% | |
| Transamerica Life Insurance Company Inc. American Funds Growth Fund of America Ret Opt | — | — | — | $801K | 13.4% | |
| INVESCO DVFD DIV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 865 | Pooled Separate Account | — | — | $787K | 13.2% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $702K | 11.8% | |
| Invesco Dvfd Div Ret Opt | — | — | — | $665K | 11.1% | |
| Transamerica Life Insurance Company Inc. Investment contract - Transamerica Stable Value Core Option | — | — | — | $638K | 10.7% | |
| TA Vanguard Total Stock Market Index Ret Opt | — | — | — | $581K | 9.7% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | — | — | $548K | 9.2% | |
| PIMCO Income Ret Opt | — | — | — | $488K | 8.2% | |
| Transamerica Life Insurance Company Inc. Investment contract - Transamerica Stable Value Core Option | — | — | — | $396K | 6.6% | |
| PIMCO STOCKSPLUS INTL (US DOLLAR-HD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 909 | Pooled Separate Account | — | — | $383K | 6.4% | |
| PIMCO StocksPLUS Intl (US Dollar-Hdgd) Ret Opt | — | — | — | $348K | 5.8% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $273K | 4.6% | |
| DFA Inflation-Protected Securities Port Ret Opt | — | — | — | $246K | 4.1% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $228K | 3.8% | |
| State Street International Index Ret Opt | — | — | — | $214K | 3.6% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $192K | 3.2% | |
| Janus Henderson Triton Ret Opt | — | — | — | $161K | 2.7% | |
| LORD ABBETT HI YLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 896 | Pooled Separate Account | — | — | $156K | 2.6% | |
| Lord Abbett High Yield Ret Opt | — | — | — | $134K | 2.2% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $120K | 2.0% | |
| Hartford Mid Cap Ret Opt | — | — | — | $114K | 1.9% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $111K | 1.9% | |
| State Street S&P Mid Cap Index Ret Opt | — | — | — | $101K | 1.7% | |
| MFS Mid Cap Value Ret Opt | — | — | — | $81K | 1.4% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | — | — | $80K | 1.3% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $77K | 1.3% | |
| TA Vanguard REIT Index Ret Opt | — | — | — | $69K | 1.2% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $63K | 1.1% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $62K | 1.0% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $56K | 0.9% | |
| State Street Russell Small Cap Index Ret Opt | — | — | — | $53K | 0.9% | |
| DFA U.S. Targeted Value Portfolio Ret Opt | — | — | — | $52K | 0.9% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $19K | 0.3% |
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