Timothy Weaver signed Weaver Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weaver Brothers, Inc.'s EIN is 34-4468606.
Download the official 2024 Form 5500 (PDF) for Weaver Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weaver Brothers, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE BANK | 34-6831594 | — | TRUSTEE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JACOB, HAXTON & BOORD LLC | 20-0754801 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Palmer Square Income Plus Corporate Bonds | Other securities | — | $862K | $866K | 16.1% | |
| American Funds Mortgage Coporate Bonds | Mutual Funds | — | $652K | $644K | 12.0% | |
| Federal Gov Obligations Cash | Cash / Money Market | — | $342K | $342K | 6.4% | |
| Ishares Barclays MBS Bd Fd Corporate Bonds | Other securities | — | $270K | $265K | 4.9% | |
| Spdr Port Int Tm Corp bd etf Corporate Bonds | Common Stocks | — | $231K | $231K | 4.3% | |
| Brandywine Global Corp Corporate Bonds | Common Stocks | — | $190K | $192K | 3.6% | |
| Dodge & Cox Global Bond Corporate Bonds | Mutual Funds | — | $194K | $188K | 3.5% | |
| Spdr Port ST corp bd etf Corporate Bonds | Common Stocks | — | $137K | $137K | 2.5% | |
| US Treasury STRIPS 1.625% 5/15/2026134,000.00 | U.S. Treasuries | — | $126K | $129K | 2.4% | |
| WM Blair Large Cap Growth Mutual Fd Equity | Other securities | — | $64K | $73K | 1.4% | |
| US Treasury NOTE 4.00% 10/31/202968,000.00 | U.S. Treasuries | — | $69K | $67K | 1.2% | |
| US Treasury BONDS 2.875% 5/15/203269,000.00 | U.S. Treasuries | — | $64K | $62K | 1.2% | |
| Vanguard Value Index Ad Mutual Fund Equity | Mutual Funds | — | $50K | $56K | 1.0% | |
| Ishares Expanded Tech SectorEquity ETF | Other securities | — | $35K | $46K | 0.8% | |
| Ishares u.s. technology Equity ETF | Other securities | — | $36K | $45K | 0.8% | |
| Ishares u.s. financial Equity ETF | Other securities | — | $34K | $44K | 0.8% | |
| Ishares u.s. industrial Equity ETF | Other securities | — | $38K | $43K | 0.8% | |
| US Treasury TIPS 0.125% 1/15/203145,000.00 | U.S. Treasuries | — | $48K | $40K | 0.7% | |
| Amg River RD Small-Mid Cap Mutual Fd Equity | Other securities | — | $39K | $38K | 0.7% | |
| Fmc Corp. Common Stock | Common Stocks | — | $38K | $38K | 0.7% | |
| AQR risk balanced commoditiesCommodities | Other securities | — | $35K | $38K | 0.7% | |
| US Treasury NOTE 4.625% 9/30/202836,000.00 | U.S. Treasuries | — | $37K | $36K | 0.7% | |
| Wcm focused intl growth Mutual Fund Equity | Other securities | — | $37K | $35K | 0.6% | |
| Hartford div & growth Mutual Fd Equity | Other securities | — | $32K | $32K | 0.6% | |
| Vanguard 500 index admiral Mutual Fund Equity | Common Collective Trusts | — | $21K | $26K | 0.5% | |
| US Treasury STRIPS 3% 5/15/204734,000.00 | U.S. Treasuries | — | $28K | $25K | 0.5% | |
| US Treasury NOTE 4.93091% 1/31/202521,000.00 | U.S. Treasuries | — | $21K | $21K | 0.4% | |
| Vanguard Growth Index Adm Mutual Fund Equity | Mutual Funds | — | $16K | $19K | 0.4% | |
| Meta platforms inc Common Stock | Common Stocks | — | $14K | $18K | 0.3% | |
| Amazon com Inc Common Stock | Common Stocks | — | $11K | $15K | 0.3% | |
| Microsoft corp. Common Stock | Common Stocks | — | $13K | $14K | 0.3% | |
| UNITS UNIT VALUE Alphabet Inc Common Stock | Common Stocks | — | $10K | $13K | 0.2% | |
| US Treasury NOTE .625% 5/15/203016,000.00 | U.S. Treasuries | — | $13K | $13K | 0.2% | |
| US Treasury NOTES 2% 2/15/205021,000.00 | U.S. Treasuries | — | $14K | $12K | 0.2% | |
| Astrazeneca PLC Sponsored ADRCommon Stock | Common Stocks | — | $12K | $11K | 0.2% | |
| Mastercard incorporated Common Stock | Common Stocks | — | $9K | $11K | 0.2% | |
| US Treasury NOTES 3.875% 8/15/204010,000.00 | U.S. Treasuries | — | $10K | $9K | 0.2% | |
| LVMH Moet Hennessey Louis Vuitton ADRCommon Stock | Common Stocks | — | $9K | $9K | 0.2% | |
| Visa inc Common Stock | Common Stocks | — | $7K | $9K | 0.2% | |
| CBRE Group Inc Common Stock | Common Stocks | — | $8K | $8K | 0.2% | |
| Infineon Technologies Ag ADRMutual Fd Equity | Common Stocks | — | $10K | $8K | 0.2% | |
| Taiwan semiconductor Co Common Stock | Common Stocks | — | $4K | $8K | 0.2% | |
| Coca-Cola Co. Common Stock | Common Stocks | — | $7K | $8K | 0.1% | |
| EPAM Systmes Inc Common Stock | Common Stocks | — | $6K | $7K | 0.1% | |
| CSX Corp Com Common Stock | Common Stocks | — | $7K | $7K | 0.1% | |
| Johnson & johnson Common Stock | Common Stocks | — | $7K | $7K | 0.1% | |
| Copart Inc Common Stock | Common Stocks | — | $6K | $7K | 0.1% | |
| Service now inc Common Stock | Common Stocks | — | $4K | $6K | 0.1% | |
| Thermo fisher scientific inc Common Stock | Common Stocks | — | $7K | $6K | 0.1% | |
| Transunion Company Common Stock | Common Stocks | — | $6K | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCRATE, DELAET & CO. | 34-1205613 | — | ACCOUNTANT | $0 | — |
