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Original filing (PDF)20251222154545NAL0009851633001
WOMBLE BOND DICKINSON (US) LLP
Form 5500
FILING_RECEIVED
RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN D
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$3.6M
Net assets (EOY)
$0
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOMBLE BOND DICKINSON (US) LLP.
Plan sponsor
Name
WOMBLE BOND DICKINSON (US) LLP
EIN
56-0308470
Address
ONE WEST FOURTH STREET · WINSTON-SALEM, NC · 27101
Phone
(336) 721-3600
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-02-28
Filed
2025-12-22
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
15 direct securities· $3.6M(100% of reported assets)
Uncategorized
$3.1M
14 holdings
Mutual Funds
$544K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Intermediate Bond FD | — | — | $670K | $666K | 18.3% | |
| Baird Intermediate Bond Inst | Mutual Funds | — | $548K | $544K | 15.0% | |
| Ishares 7-10 Year Treasury Bond ETF | — | — | $416K | $411K | 11.3% | |
| Fidelity 500 Index FD | — | — | $362K | $375K | 10.3% | |
| Pimco Incm FD Inst CL | — | — | $276K | $276K | 7.6% | |
| Guggenheim Total Return DB Inst | — | — | $275K | $274K | 7.5% | |
| Doubleline Low Duration Bond I | — | — | $271K | $270K | 7.4% | |
| Exchange-Traded Funds Ishares 1-3 Year Treasury Bond ETF | — | — | $269K | $269K | 7.4% | |
| Fidelity Intl Index FD | — | — | $227K | $228K | 6.3% | |
| Fidelity Emerging Mkts Index | — | — | $100K | $95K | 2.6% | |
| Vanguard Growth ETF | — | — | $66K | $69K | 1.9% | |
| Vanguard Value ETF | — | — | $65K | $67K | 1.8% | |
| Schwab Small Cap Index Select | — | — | $51K | $49K | 1.4% | |
| Vanguard Small Cap Value ETF | — | — | $26K | $26K | 0.7% | |
| Interest-Bearing Cash * Schwab Interest-bearing cash | — | — | $20K | $20K | 0.6% |
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