Plan Snapshot
- Plan Sponsor: Womble Bond Dickinson (Us), LLP
- Sponsor EIN: 560308470
- Sponsor Address: ONE WEST FOURTH STREET, WINSTON-SALEM, NC, 27101
- Plan Type: 401(k)
- Total Participants: 733
- Total Assets: $400.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 733 | $400.7M | $8.0M | $9.9M |
| 2023 | 678 | $371.2M | $1.2M | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP INC | NONE | $77,427 | — | $77,427 |
| VANGUARD ADVISERS INC. | NONE | $68,673 | — | $68,673 |
| CAPFINANCIAL PARTNERS LLC | NONE | $50,304 | — | $50,304 |
| FORVIS LLP | NONE | $49,680 | — | $49,680 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- FORVIS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,084
- Estimated Expense Ratio: 0.061% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $247,543 | — | — | — | — |
| 2023 | $50,525 | — | — | — | — |