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Original filing (PDF)20251015190517NAL0011134258001
WEIR GROUP, INC.
Form 5500
FILING_RECEIVED
WEIR GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,692
Accounts w/ balance
3,179
Plan assets (EOY)
$444.2M
Net assets (EOY)
$444.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 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 WEIR GROUP, INC..
Plan sponsor
Name
WEIR GROUP, INC.
EIN
51-0331624
Address
433 E. LAS COLINAS BLVD · STE 325/HR · IRVING, TX · 75039
Phone
(888) 974-4727
Industry
Manufacturingsee all
Plan administrator
Name
THE ADMINISTRATIVE COMMITTEE
EIN
51-0331624
City
IRVING, TX
Phone
(888) 974-4727
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $263K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $203K | — |
| WEAVER & TIDWELL LLP | 75-0786316 | — | NONE | $29K | — |
Investments
21 direct securities · 14 pooled funds· $443.4M(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.
Uncategorized
$251.7M
21 holdings
Common Collective Trust
$191.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual fund - | — | — | — | $78.5M | 17.7% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $29.9M | 6.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.7M | 6.5% | |
| JPMorgan Large Cap Growth Fund; Class R6 Mutual fund - | — | — | — | $26.3M | 5.9% | |
| Vanguard Wellington Fund Admiral Shares Mutual fund - | — | — | — | $24.5M | 5.5% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $22.5M | 5.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.4M | 5.0% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $21.7M | 4.9% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.4M | 4.6% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual fund - | — | — | — | $19.8M | 4.5% | |
| Vanguard FTSE All-World ex-US Index Fund: Inst'l Shares Mutual fund - | — | — | — | $18.2M | 4.1% | |
| Vanguard Federal Money Market Fund Mutual fund - | — | — | — | $17.2M | 3.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $16.1M | 3.6% | |
| Vanguard Windsor II Fund Admiral Shares Mutual fund - | — | — | — | $15.3M | 3.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.2% | |
| Vanguard Extended Market Index Fund: Inst'l Shares Mutual fund - | — | — | — | $9.4M | 2.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $8.1M | 1.8% | |
| American Funds EuroPacific Growth Fund; Class R-6 Mutual fund - | — | — | — | $6.7M | 1.5% | |
| Vanguard Mid-Cap Growth Fund Mutual fund - | — | — | — | $6.2M | 1.4% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual fund - | — | — | — | $6.1M | 1.4% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| Vanguard Strategic Equity Fund Mutual fund - | — | — | — | $4.5M | 1.0% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.4M | 1.0% | |
| Notes receivable from participants Varying maturity dates and interest rates ranging from 4.25% - 9.50% - | — | — | — | $4.3M | 1.0% | |
| PIMCO Total Return Fund; Institutional Class Mutual fund - | — | — | — | $4.2M | 0.9% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund - | — | — | — | $4.0M | 0.9% | |
| Vanguard Total International Bond Index Fund Admiral Shr Mutual fund - | — | — | — | $2.1M | 0.5% | |
| Vanguard Brokerage Account Brokerage account - | — | — | — | $1.8M | 0.4% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| American Beacon Small Cap Value Fund; R6 Class Mutual fund - | — | — | — | $839K | 0.2% | |
| Pimco Real Return Fund - Institutional Class Mutual fund - | — | — | — | $760K | 0.2% | |
| PIMCO Inflation Response Multi-Asset Fund; Inst. Class Mutual fund - | — | — | — | $547K | 0.1% | |
| VFTC TARGET RET INCOME AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $296K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Mutual fund - | — | — | — | $151K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $124K | <0.1% |
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