JOSH Meeks signed Womble Bond Dickinson (US) LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Womble Bond Dickinson (US) LLP's EIN is 56-0308470.
Download the official 2024 Form 5500 (PDF) for Womble Bond Dickinson (US) LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Womble Bond Dickinson (US) LLP's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest-bearing Cash * Schwab Interest-bearing cash | Mutual Funds | — | $930K | $930K | 26.2% | |
| Fidelity Intermediate Bond FD | Mutual Funds | — | $496K | $484K | 13.6% | |
| Baird Intermediate Bond Inst | Mutual Funds | — | $406K | $395K | 11.1% | |
| Ishares 7-10 Year Treasury Bond ETF | U.S. Treasuries | — | $307K | $290K | 8.2% | |
| Fidelity 500 Index FD | Common Collective Trusts | — | $281K | $286K | 8.0% | |
| Doubleline Low Duration Bond I | Other securities | — | $203K | $201K | 5.7% | |
| Pimco Incm FD Inst CL | Mutual Funds | — | $204K | $199K | 5.6% | |
| Exchange Traded Funds Ishares 1-3 Year Treasury Bond ETF | U.S. Treasuries | — | $200K | $198K | 5.6% | |
| Guggenheim Total Return DB Inst | Other securities | — | $203K | $196K | 5.5% | |
| Fidelity Intl Index FD | Mutual Funds | — | $163K | $145K | 4.1% | |
| Fidelity Emerging Mkts Index | Mutual Funds | — | $70K | $63K | 1.8% | |
| Vanguard Growth ETF | Mutual Funds | — | $54K | $58K | 1.6% | |
| Vanguard Value ETF | Mutual Funds | — | $48K | $47K | 1.3% | |
| Schwab Small Cap Index Select | Mutual Funds | — | $39K | $38K | 1.1% | |
| Vanguard Small Cap Value ETF | Mutual Funds | — | $20K | $20K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
