Rhombus Services, LLC DBA Brandpoint Services' EIN is 27-3635342.
Download the official 2024 Form 5500 (PDF) for Rhombus Services, LLC DBA Brandpoint Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rhombus Services, LLC DBA Brandpoint Services' plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | DUBLIN, OH | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STEVENSON GROUP | — | DUBLIN, OH | FINANCIAL ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wells Fargo Bank, N.A. Interest-bearing cash - Wells Fargo Bank, N.A. | Cash / Money Market | — | $531K | $531K | 18.7% | |
| AAM Cohen & Steers Conv and Income CE Portfolio | Other securities | — | $340K | $366K | 12.9% | |
| Guggenheim Corporate High Yield & Income Portfolio | Other securities | — | $250K | $263K | 9.3% | |
| Invesco Select S&P Core Portfolio | Mutual Funds | — | $200K | $225K | 7.9% | |
| Guggenheim Flaherty & Crumrine Preferred Portfolio | Other securities | — | $200K | $190K | 6.7% | |
| Guggenheim Convertible & Income FDS Portfolio | Other securities | — | $150K | $171K | 6.0% | |
| Guggenheim FDS TR Total Return Bond Fund Instl | Other securities | — | $126K | $131K | 4.6% | |
| Allspring Treasury Plus Money Market Fund | Cash / Money Market | — | $100K | $103K | 3.6% | |
| Harbor Core Plus Fund Institutional Class | Other securities | — | $100K | $102K | 3.6% | |
| Invesco CE Strategy Senior Loan & LTD Durtn Portfo | Mutual Funds | — | $100K | $96K | 3.4% | |
| Invesco Preferred Opportunity Portfolio | Mutual Funds | — | $100K | $96K | 3.4% | |
| First Trust Strategic Income Clsd Series 96 | Other securities | — | $75K | $75K | 2.6% | |
| Wells Fargo Bank, N.A. Angel Oak Financial Strategies Income Term Trust | Other securities | — | $61K | $64K | 2.2% | |
| Embark Small Cap Equity Fund Institutional Class | Other securities | — | $50K | $54K | 1.9% | |
| SOFI Technologies Inc. | Common Stocks | — | $24K | $47K | 1.6% | |
| JPMorgan TR NASDAQ EFT Equity Premium Income | Other securities | — | $27K | $28K | 1.0% | |
| Walmart Inc. | Common Stocks | — | $17K | $27K | 1.0% | |
| JPMorgan Equity TR ETF Premium Income Fund | Other securities | — | $27K | $27K | 0.9% | |
| Nike Inc. Class B | Common Stocks | — | $23K | $23K | 0.8% | |
| First Hawaiian Inc. | Common Stocks | — | $15K | $19K | 0.7% | |
| Accenture PLC Ireland Shares Class A | Common Stocks | — | $15K | $18K | 0.6% | |
| Antero Resources Corp. | Common Stocks | — | $11K | $17K | 0.6% | |
| Salesforce Inc. | Common Stocks | — | $13K | $17K | 0.6% | |
| Unitedhealth Group Inc. | Common Stocks | — | $13K | $15K | 0.5% | |
| International Business Machine Corp. | Common Stocks | — | $11K | $13K | 0.5% | |
| Walt Disney Company | Common Stocks | — | $11K | $13K | 0.5% | |
| United Parcel Service-B | Other securities | — | $14K | $13K | 0.4% | |
| Conoco Phillips | Other securities | — | $11K | $12K | 0.4% | |
| Intel Corp. | Common Stocks | — | $21K | $12K | 0.4% | |
| Nationwide Mutual Funds New Geneva Small Cap Grwth | Other securities | — | $11K | $12K | 0.4% | |
| Wells Fargo Bank, N.A. Academy Sports & Outdoors Inc. | Common Stocks | — | $8K | $10K | 0.3% | |
| Texas Instruments Inc. | Common Stocks | — | $9K | $10K | 0.3% | |
| Micron Technology Inc. | Common Stocks | — | $13K | $8K | 0.3% | |
| Advanced Micro Devices Inc. | Common Stocks | — | $11K | $8K | 0.3% | |
| Fedex Corporation | Common Stocks | — | $7K | $8K | 0.3% | |
| Advent Claymore Convertible & Income Fund | Other securities | — | $7K | $7K | 0.2% | |
| Papa Johns Intl Inc. | Common Stocks | — | $7K | $7K | 0.2% | |
| Steel Dynamics Inc. | Common Stocks | — | $6K | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
