Puneet BRAR signed WEIR Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEIR Group, Inc.'s EIN is 51-0331624.
Download the official 2024 Form 5500 (PDF) for WEIR Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEIR Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $263K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER & TIDWELL LLP | 75-0786316 | — | NONE |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual fund - | Common Collective Trusts | — | — | $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 - | Other securities | — | — | $26.3M | 5.9% | |
| Vanguard Wellington Fund Admiral Shares Mutual fund - | Mutual Funds | — | — | $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 - | Common Collective Trusts | — | — | $19.8M | 4.5% | |
| Vanguard FTSE All-World ex-US Index Fund: Inst'l Shares Mutual fund - | Common Collective Trusts | — | — | $18.2M | 4.1% | |
| Vanguard Federal Money Market Fund Mutual fund - | Mutual Funds | — | — | $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 - | Mutual Funds | — | — | $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 - | Common Collective Trusts | — | — | $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 - | Mutual Funds | — | — | $6.7M | 1.5% | |
| Vanguard Mid-Cap Growth Fund Mutual fund - | Mutual Funds | — | — | $6.2M | 1.4% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual fund - | Common Collective Trusts | — | — | $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 - | Mutual Funds | — | — | $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% - | Bonds / Notes | — | — | $4.3M | 1.0% | |
| PIMCO Total Return Fund; Institutional Class Mutual fund - | Mutual Funds | — | — | $4.2M | 0.9% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund - | Mutual Funds | — | — | $4.0M | 0.9% | |
| Vanguard Total International Bond Index Fund Admiral Shr Mutual fund - | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| Vanguard Brokerage Account Brokerage account - | Self-Directed Brokerage | — | — | $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 - | Other securities | — | — | $839K | 0.2% | |
| Pimco Real Return Fund - Institutional Class Mutual fund - | Mutual Funds | — | — | $760K | 0.2% | |
| PIMCO Inflation Response Multi-Asset Fund; Inst. Class Mutual fund - | Mutual Funds | — | — | $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 - | Common Collective Trusts | — | — | $151K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $124K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $29K |
| — |