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Original filing (PDF)20251007164119NAL0002830099001
WEAVE COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
WEAVE 401(K) PLAN
401(k) retirement plan
Active participants
732
Accounts w/ balance
980
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
19 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEAVE COMMUNICATIONS, INC..
Plan sponsor
Name
WEAVE COMMUNICATIONS, INC.
EIN
26-3302902
Address
1331 W POWELL WAY · LEHI, UT · 84043
Phone
(801) 809-8709
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $22K | — |
Investments
19 direct securities · 19 pooled funds· $38.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$33.7M
19 holdings
Mutual Funds
$2.5M
1 holding
Uncategorized
$2.5M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.5M | 21.8% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.0M | 18.1% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.0M | 13.0% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $3.5M | 9.0% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.2M | 8.3% | |
| Fidelity 500 Index | Mutual Funds | — | — | $2.5M | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.0M | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| Fidelity Total Market Index | — | — | — | $750K | 1.9% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $471K | 1.2% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $340K | 0.9% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $284K | 0.7% | |
| Fidelity Mid Cap Index | — | — | — | $275K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $211K | 0.5% | |
| Various maturity dates through 2039; interest rates ranging * Notes receivables from participants from 4.25% to 9.50% | — | — | — | $205K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $172K | 0.4% | |
| Fidelity Total International Index | — | — | — | $142K | 0.4% | |
| American Funds American Balanced R6 | — | — | — | $136K | 0.4% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $123K | 0.3% | |
| Pimco Income Instl | — | — | — | $109K | 0.3% | |
| Fidelity Real Estate Index | — | — | — | $77K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $70K | 0.2% | |
| Victory Sycamore Established Value R6 | — | — | — | $54K | 0.1% | |
| Virtus Kar Small-cap Growth R6 | — | — | — | $50K | 0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $45K | 0.1% | |
| Nuveen Large Cap Value Index R6 | — | — | — | $38K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $23K | <0.1% | |
| Allspring Special Small Cap Value R6 | — | — | — | $16K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $16K | <0.1% | |
| Fidelity Emerging Markets Index | — | — | — | $10K | <0.1% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $8K | <0.1% | |
| State Street Aggregate Bond Index K | — | — | — | $7K | <0.1% | |
| Mfs Intl Diversification R6 | — | — | — | $6K | <0.1% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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