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Original filing (PDF)20251020112717NAL0001045856001
WEATHER GROUP LLC
Form 5500
FILING_RECEIVED
WEATHER GROUP LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
552
Accounts w/ balance
1,259
Plan assets (EOY)
$181.6M
Net assets (EOY)
$181.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEATHER GROUP LLC.
Plan sponsor
Name
WEATHER GROUP LLC
EIN
47-5615703
Address
300 INTERSTATE NORTH PARKWAY SE · ATLANTA, GA · 303390000
Phone
(770) 226-2309
Industry
Information / Tech / Mediasee 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
2025-10-20
Pension benefit codes
2D · Offset of another plan
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)
Audit & trust (Schedule H)
Auditor
CARR RIGGS & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC. | 23-1945930 | — | RECORDKEEPER | $118K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPS | 36-3145972 | — | INVESTMENT ADVISOR | $92K | — |
| VANGUARD ADVISORS INC. | 23-2811930 | — | INVESTMENT ADVISOR | $32K | — |
Investments
22 direct securities · 5 pooled funds· $178.9M(98% 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.
Uncategorized
$161.2M
22 holdings
Common Collective Trust
$17.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Registered Investment Company | — | — | — | $44.5M | 24.5% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $16.2M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $15.9M | 8.8% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $12.6M | 6.9% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $11.5M | 6.3% | |
| BNYM MELLON SL SMALL CAP 600 STOCK BNYM MELLON · EIN 25-6078093 / PN 364 | Common Collective Trust | — | — | $9.9M | 5.5% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $9.0M | 5.0% | |
| MFS Intrinsic Value Fund Class R6 Shares Registered Investment Company | — | — | — | $8.7M | 4.8% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $8.0M | 4.4% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered Investment Company | — | — | — | $7.6M | 4.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $5.3M | 2.9% | |
| JPMorgan Large Cap Growth Fund; Class R6 Registered Investment Company | — | — | — | $5.2M | 2.9% | |
| GALLIARD STABLE VALUE RETURN FUND WELLS FARGO · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.8% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $4.3M | 2.4% | |
| Vanguard Total International Stock Index Fund Admiral Registered Investment Company | — | — | — | $3.8M | 2.1% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $2.7M | 1.5% | |
| BNYM MELLON SL MID CAP STOCK INDEX BNYM MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $1.4M | 0.8% | |
| BlackRock Equity Dividend Fund K Shares Registered Investment Company | — | — | — | $1.3M | 0.7% | |
| AB Small Cap Growth Portfolio Class Z Registered Investment Company | — | — | — | $762K | 0.4% | |
| CONGRESS MID CAP GROWTH FUND FOUNDE CONGRESS ASSET MANAGEMENT COLLECTIVE INVESTMENT TRUST · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $739K | 0.4% | |
| Notes receivable from participants 9.25%, varying maturities | — | — | — | $730K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $549K | 0.3% | |
| Hartford Schroder Emerging Market Equity Fund Registered Investment Company | — | — | — | $438K | 0.2% | |
| Victory Small Company Opportunity Fund I Shares Registered Investment Company | — | — | — | $361K | 0.2% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $339K | 0.2% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $261K | 0.1% |
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