Nathan GASS signed Womble, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Womble, LLC's EIN is 62-1814396.
Download the official 2024 Form 5500 (PDF) for Womble, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Womble, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | 91-1802259 | PORTLAND, OR | INVESTMENT ADVISORY | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.5M | 100.0% | |
| SELF DIRECTED BROKERAGE ACCOUNT SCHWAB SELF DIRECTED BROKERAGE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $477K | 13.7% | |
| NW INV DEST MOD AGGR R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $335K | 9.6% | |
| NW S P 500 INDX SVC NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $263K | 7.5% | |
| EV ATLNTA CAP SMID CAP A EATON VANCE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $258K | 7.4% | |
| HEARTLAND VAL PLS INV HEARTLAND · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $198K | 5.7% | |
| PUB-RDGWRTH LGCAP VAL EQ I VIRTUS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $190K | 5.4% | |
| NW DEST 2040 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $116K | 3.3% | |
| AMFDS EUROPACFC GR R3 AMERICAN FUNDS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $103K | 2.9% | |
| NW DEST 2045 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $95K | 2.7% | |
| PIMCO TTL RTN A PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $84K | 2.4% | |
| PUB-NW MDCAP MKT INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $78K | 2.2% | |
| NW DEST 2050 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $78K | 2.2% | |
| NW INV DEST MOD R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $78K | 2.2% | |
| NW DEST 2055 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $76K | 2.2% | |
| PRNCPL HI YLD A PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $76K | 2.2% | |
| JPM US EQ A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $44K | 1.3% | |
| NW DEST 2030 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $41K | 1.2% | |
| PRNCPL MDCAP A PRINCIPAL · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $34K | 1.0% | |
| PUB-SNTNL SM CO A TOUCHSTONE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $26K | 0.7% | |
| NW INV DEST MOD CNSRV R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $25K | 0.7% | |
| INVSCO EQ INC A INVESCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $23K | 0.6% | |
| ALLSPR LGCAP GR A ALLSPRING · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $20K | 0.6% | |
| PRUDNTL JNISN SM CO A PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $19K | 0.5% | |
| OKMRK INTL I OAKMARK · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $16K | 0.5% | |
| NW INV DEST CNSRV R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $14K | 0.4% | |
| NW INV DEST AGGR R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| NW DEST 2035 R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| PIONR STRAT INC A AMP · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| NEUBER INTL SEL A NEUBERGER BERMAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| PARNASSUS MDCAP PARNASSUS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| NW DEST RTRMT R NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| JPM COR BD A JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PIMCO REAL RTN A PIMCO · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NW LOOMIS ALLCAP GR A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $835 | <0.1% | |
| PUB-NW INTL INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $767 | <0.1% | |
| PUB-AMBCN INTL EQ ADV AMERICAN BEACON · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $760 | <0.1% | |
| GDMNSCS GQGPTNRINTLOPPR A GOLDMAN SACHS · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $749 | <0.1% | |
| BNYMEL STRAT VAL A BNY MELLON · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $740 | <0.1% | |
| NEUBER EMRG MKT EQ A NEUBERGER BERMAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $721 | <0.1% | |
| JPM LGCAP GR R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $712 | <0.1% | |
| JPM EQ INC R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $636 | <0.1% | |
| BLKRK MDCAP GR EQ INV A BLACKROCK · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $377 | <0.1% | |
| WF SPEC MDCAP VAL A ALLSPRING · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $361 | <0.1% | |
| DREY GLBL REALEST SEC A BNY MELLON · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $356 | <0.1% | |
| PGIM JNISN SM CO R2 PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $189 | <0.1% | |
| JPM SMCAP VAL R3 JP MORGAN · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $182 | <0.1% | |
| LRDABT HI YLD R4 LORD ABBETT · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $90 | <0.1% | |
| PGIM TTL RTN BD R2 PGIM · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $86 | <0.1% | |
| PUB-NW BD INDX A NATIONWIDE · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $85 | <0.1% |
