Womble Bond Dickinson (Us) Llp Savings And Self Employed Retirement Plan A
Sponsored by Womble Bond Dickinson (Us), Llp · EIN 560308470 · Plan #002
- Total assets
- $401M
- Net assets
- $401M
- Active participants
- 733
- With balances
- 1,024
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group Inc | Recordkeeping, Consulting (general), Trustee (directed) | $77,427 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $68,673 |
| Capfinancial Partners Llc | Investment advisory (plan) | $50,304 |
| Forvis Llp | Accounting | $49,680 |