How big is Womack Wealth Management's plan?

Womack Wealth Management's plan reported $583K in assets and 7 participants for 2024.

Original filing (PDF)20250730204710NAL0002655107001

Womack Wealth Management

Name: Womack Wealth Management — Womack Wealth Management, Form 5500 (2024)
Creator: Womack Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Womack Wealth Management Retirement Trust

401(k) retirement plan · Womack Wealth Management's Womack Wealth Management Retirement Trust held $583K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$583K

Net assets (EOY)

$583K

People on this filing

Scott H Womack signed Womack Wealth Management's 2024 Form 5500 as plan administrator.

Scott H Womack — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Womack Wealth Management's EIN is 26-1731241.

EIN 26-1731241

Plan number 001

Plan year 2024

ACK ID 20250730204710NAL0002655107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Womack Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Womack Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOMACK WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score