Plan Snapshot
- Plan Sponsor: Womble Bond Dickinson (Us), LLP
- Sponsor EIN: 560308470
- Sponsor Address: ONE WEST FOURTH STREET, WINSTON-SALEM, NC, 27101
- Plan Type: DB
- Plan Number: 007
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 172 | $15.4M | $875,386 | $0 |
| 2022 | 172 | $14.4M | $3.2M | $0 |
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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | Other Service Provider | $64,894 | — | $64,894 |
| BMO HARRIS BANK NA | Other Service Provider | $11,726 | — | $11,726 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,620
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 | $80,995 | $4,375 | — | — | — |
| 2023 | $7,500 | $4,375 | — | — | — |
| 2022 | $95,659 | $13,125 | — | — | $54,282 |