DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a
Corporate pensionWinston-Salem, NC
Assets
n/a
Total assets, Nov 25, 2024 reported
Funded
111.0%
Oct 1, 2023
Private markets target
n/a
policy Dec 31, 2023
Commitments
0
none on the tape
Plan sponsor: Womble Bond Dickinson (US), LLP
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 94.1%
Consultants and advisers
3 firms
- Capfinancial Partners, LLC Investment adviser (plan)through Sep 30, 2023 Form 5500
- October Three Consulting LLC Actuarythrough Sep 30, 2023 Form 5500
- BMO Harris Bank, N.A. Trusteethrough Sep 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
Investment management fees
$4,375 (2023-12) · $13,125 (2023-09)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Nov 25, 2024 | 190 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 190 | $14.4M | $13.0M | 111.0% | $15.4M | n/a | n/a | n/a |
| 2022 to Sep 30, 2023 | 186 | $12.5M | $11.2M | 111.0% | $14.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- October Three Consulting LLC codes 11 50 $61,571 PY2024
- BMO Harris Bank Na codes 21 25 50 $11,726 PY2024
- October Three Consulting LLC codes 11 PY2023
- October Three Consulting LLC codes 11 50 $45,663 PY2022
- Capfinancial Partners, LLC codes 27 50 $13,125 PY2022
- BMO Harris Bank Na codes 21 25 50 $12,500 PY2022
- Forvis Mazars, LLP codes 10 50 $8,619 PY2022
- October Three Consulting LLC codes 11 PY2022
What changed
2 events
- Nov 25, 2024Assets changedRetirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a total assets $15M -> $0 (-100.0%, 2023-12-31 to 2024-11-25)
- Oct 1, 2023Assets changedRetirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a plan assets $12M -> $14M (+15.8%, 2022-10-01 to 2023-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560308470-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.