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Original filing (PDF)20251014112103NAL0001297043001
WEAVER CONSULTANTS GROUP, LLC
Form 5500
FILING_RECEIVED
WEAVER COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
608
Accounts w/ balance
713
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEAVER CONSULTANTS GROUP, LLC.
Plan sponsor
Name
WEAVER CONSULTANTS GROUP, LLC
EIN
36-4365041
Address
35 EAST WACKER DRIVE SUITE 1250 · CHICAGO, IL · 60601
Phone
(312) 922-1030
Industry
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORPORATION | — | CHICAGO, IL | INVESTMENT ADVISOR | $77K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | NORTHBROOK, IL | CONTRACT ADMINISTRATOR | $4K | — |
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | CONTRACT ADMIN | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLC | — | OAK BROOK, IL | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGNT | $48K | — |
Investments
36 direct securities· $48.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard 500 Index Admiral | — | — | — | $5.9M | 12.2% | |
| Vanguard Funds Vanguard Target Retirement 2050 Investor | — | — | — | $4.0M | 8.2% | |
| Vanguard Funds Vanguard Target Retirement 2040 Investor | — | — | — | $3.2M | 6.6% | |
| American Funds American Funds New Perspective R6 | — | — | — | $2.9M | 5.9% | |
| Vanguard Funds Vanguard Interm-Term Bond Index Admiral | — | — | — | $2.7M | 5.5% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $2.3M | 4.7% | |
| Vanguard Funds Vanguard Target Retirement 2055 Investor | — | — | — | $2.0M | 4.2% | |
| Vanguard Funds Vanguard Balanced Index Admiral | — | — | — | $2.0M | 4.1% | |
| Vanguard Funds Vanguard Target Retirement 2030 Investor | — | — | — | $1.9M | 3.8% | |
| Harbor Funds Harbor Capital Appreciation Institutional | — | — | — | $1.8M | 3.7% | |
| Vanguard Funds Vanguard Target Retirement 2060 Investor | — | — | — | $1.8M | 3.7% | |
| American Funds American Funds Fundamental Investors R6 | — | — | — | $1.7M | 3.5% | |
| Vanguard Funds Vanguard Small-Cap Value Index Admiral | — | — | — | $1.6M | 3.4% | |
| Vanguard Funds Vanguard Target Retirement 2035 Investor | — | — | — | $1.6M | 3.2% | |
| Fidelity Investments Fidelity Select Technology | — | — | — | $1.5M | 3.1% | |
| Vanguard Funds Vanguard Selected Value Investor | — | — | — | $1.4M | 2.9% | |
| Vanguard Funds Vanguard Target Retirement 2045 Investor | — | — | — | $1.4M | 2.9% | |
| Vanguard Funds Vanguard Small-Cap Growth Index Admiral | — | — | — | $1.2M | 2.5% | |
| DFA Investment Dimensions Group DFA Emerging Markets I | — | — | — | $1.0M | 2.1% | |
| Columbia Funds Series Columbia Dividend Income Institutional | — | — | — | $954K | 2.0% | |
| Vanguard Funds Vanguard Target Retirement 2065 Investor | — | — | — | $819K | 1.7% | |
| Janus Henderson Global Equity Income I | — | — | — | $699K | 1.4% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $650K | 1.3% | |
| T. Rowe Price T. Rowe Price Health Sciences | — | — | — | $610K | 1.3% | |
| Virtus Ceredex Mid-Cap Value Equity I | — | — | — | $421K | 0.9% | |
| Vanguard Funds Vanguard Real Estate Index Admiral | — | — | — | $378K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2025 Investor | — | — | — | $368K | 0.8% | |
| Oppenheimer Funds Oppenheimer International Growth Y | — | — | — | $333K | 0.7% | |
| Vanguard Funds Vanguard Target Retirement 2020 Investor | — | — | — | $308K | 0.6% | |
| DFA Investment Dimensions Group DFA Intermediate Govt Fixed-Income I | — | — | — | $238K | 0.5% | |
| Prudential Investments Prudential Global Real Estate Z | — | — | — | $209K | 0.4% | |
| Vanguard Funds Vanguard Energy Fund | — | — | — | $193K | 0.4% | |
| BlackRock Strategic Income OPPs K | — | — | — | $96K | 0.2% | |
| Parnassus Investments Core Equity Institutional | — | — | — | $72K | 0.1% | |
| Vanguard Funds Vanguard Target Retirement Income Investor | — | — | — | $67K | 0.1% | |
| Franklin Templeton Investments Franklin Utilities A1 | — | — | — | $49K | 0.1% |