Back to filter
Original filing (PDF)20251222135108NAL0015625552001
RHOMBUS SERVICES, LLC DBA BRANDPOINT SERVICES
Form 5500
FILING_RECEIVED
RHOMBUS SERVICES, LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 1.2 moNo recordkeeper disclosed
Active participants
108
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
95
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 · SUITE 130 · TROOPER, NJ · 19403
Phone
(866) 472-7344
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-22
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | DUBLIN, OH | CUSTODIAN | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STEVENSON GROUP | — | DUBLIN, OH | FINANCIAL ADVISOR | $0 | — |
Investments
38 direct securities· $2.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wells Fargo Bank, N.A. Interest-bearing cash - Wells Fargo Bank, N.A. | — | — | $531K | $531K | 18.7% | |
| AAM Cohen & Steers Conv and Income CE Portfolio | — | — | $340K | $366K | 12.9% | |
| Guggenheim Corporate High Yield & Income Portfolio | — | — | $250K | $263K | 9.3% | |
| Invesco Select S&P Core Portfolio | — | — | $200K | $225K | 7.9% | |
| Guggenheim Flaherty & Crumrine Preferred Portfolio | — | — | $200K | $190K | 6.7% | |
| Guggenheim Convertible & Income FDS Portfolio | — | — | $150K | $171K | 6.0% | |
| Guggenheim FDS TR Total Return Bond Fund Instl | — | — | $126K | $131K | 4.6% | |
| Allspring Treasury Plus Money Market Fund | — | — | $100K | $103K | 3.6% | |
| Harbor Core Plus Fund Institutional Class | — | — | $100K | $102K | 3.6% | |
| Invesco CE Strategy Senior Loan & LTD Durtn Portfo | — | — | $100K | $96K | 3.4% | |
| Invesco Preferred Opportunity Portfolio | — | — | $100K | $96K | 3.4% | |
| First Trust Strategic Income Clsd Series 96 | — | — | $75K | $75K | 2.6% | |
| Wells Fargo Bank, N.A. Angel Oak Financial Strategies Income Term Trust | — | — | $61K | $64K | 2.2% | |
| Embark Small Cap Equity Fund Institutional Class | — | — | $50K | $54K | 1.9% | |
| SOFI Technologies Inc. | — | — | $24K | $47K | 1.6% | |
| JPMorgan TR NASDAQ EFT Equity Premium Income | — | — | $27K | $28K | 1.0% | |
| Walmart Inc. | — | — | $17K | $27K | 1.0% | |
| JPMorgan Equity TR ETF Premium Income Fund | — | — | $27K | $27K | 0.9% | |
| Nike Inc. Class B | — | — | $23K | $23K | 0.8% | |
| First Hawaiian Inc. | — | — | $15K | $19K | 0.7% | |
| Accenture PLC Ireland Shares Class A | — | — | $15K | $18K | 0.6% | |
| Antero Resources Corp. | — | — | $11K | $17K | 0.6% | |
| Salesforce Inc. | — | — | $13K | $17K | 0.6% | |
| Unitedhealth Group Inc. | — | — | $13K | $15K | 0.5% | |
| International Business Machine Corp. | — | — | $11K | $13K | 0.5% | |
| Walt Disney Company | — | — | $11K | $13K | 0.5% | |
| United Parcel Service-B | — | — | $14K | $13K | 0.4% | |
| Conoco Phillips | — | — | $11K | $12K | 0.4% | |
| Intel Corp. | — | — | $21K | $12K | 0.4% | |
| Nationwide Mutual Funds New Geneva Small Cap Grwth | — | — | $11K | $12K | 0.4% | |
| Wells Fargo Bank, N.A. Academy Sports & Outdoors Inc. | — | — | $8K | $10K | 0.3% | |
| Texas Instruments Inc. | — | — | $9K | $10K | 0.3% | |
| Micron Technology Inc. | — | — | $13K | $8K | 0.3% | |
| Advanced Micro Devices Inc. | — | — | $11K | $8K | 0.3% | |
| Fedex Corporation | — | — | $7K | $8K | 0.3% | |
| Advent Claymore Convertible & Income Fund | — | — | $7K | $7K | 0.2% | |
| Papa Johns Intl Inc. | — | — | $7K | $7K | 0.2% | |
| Steel Dynamics Inc. | — | — | $6K | $5K | 0.2% |
Related plans
Other plans using WELLS FARGO
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED
$10.3B
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUND
LIUNA STAFF AND AFFILIATES PENSION FUND
$1.9B · 3,600 participants
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE
BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND
$1.9B · 26,987 participants
BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUND
LABORERS NATIONAL PENSION FUND
$1.5B · 10,811 participants
Similar-size Construction plans
LONG ISLAND WINDOW & DOOR, LTD
LONG ISLAND WINDOW & DOOR, LTD 401(K) PLAN
$2.8M · 5 participants
KLIMAT MASTER CONTRACTORS, INC.
KLIMAT MASTER CONTRACTORS, INC. 401(K) AND PROFIT SHARING PLAN
$2.8M · 28 participants
PETERSON BROS. CONSTRUCTION, INC.
PETERSON BROS. CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 30 participants
SHARP CREEK CONTRACTING, INC.
SHARP CREEK CONTRACTING, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 27 participants
ALL AMERICAN FENCE CORPORATION
ALL AMERICAN FENCE CORPORATION 401(K) PLAN
$2.8M · 20 participants
THE PRACTICE ADVISORY GROUP
THE PRACTICE ADVISORY GROUP 401(K) PROFIT SHARING PLAN
$2.8M · 58 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants