AUMdb

Womack Group, Llc Retirement Plan

Sponsored by Womack Group, Llc · EIN 384270781 · Plan #001

Total assets
$59.2M
Net assets
$59.2M
Active participants
409
With balances
505

Plan year beginning 01/01/2024 · 401(k)

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
Lincoln National Corporation Contract administrator, Participant loan processing $89,106
Sageview Advisory Group Contract administrator $51,230