Brandpoint Services 401(k) Profit Sharing Plan
Sponsored by Rhombus Services Llc Dba Brandpoint Services · EIN 273635342 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 115
- With balances
- 234
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,652 |
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $22,428 |