Rhombus Services, Llc Cash Balance Pension Plan
Sponsored by Rhombus Services, Llc Dba Brandpoint Services · EIN 273635342 · Plan #002
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 108
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo | Custodial (other), Custodial (securities) | $0 |
| The Stevenson Group | Investment advisory (participants) | $0 |