ANA Bashi signed SJE-Rhombus' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SJE-Rhombus' EIN is 41-1297816.
Download the official 2023 Form 5500 (PDF) for SJE-Rhombus from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SJE-Rhombus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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