Womble, Llc 401(k) Profit Sharing Plan
Sponsored by Womble, Llc · EIN 621814396 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 162
- With balances
- 128
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities, Inc. | Investment advisory (participants) | $10,877 |