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Original filing (PDF)20250801090451NAL0003121795001
WEINSTEIN MANAGEMENT CO. INC.
Form 5500
FILING_RECEIVED
WEINSTEIN PROPERTIES EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
652
Accounts w/ balance
753
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 82% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEINSTEIN MANAGEMENT CO. INC..
Plan sponsor
Name
WEINSTEIN MANAGEMENT CO. INC.
EIN
54-0696440
Address
3951 STILLMAN PKWY. · GLEN ALLEN, VA · 23060
Phone
(804) 967-5195
Industry
Real Estatesee 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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $74K | — |
| NATIONAL FINANCIAL SERVICES, LLC | 04-3523567 | — | NONE | $10K | — |
Investments
25 direct securities· $15.9M(100% of reported assets)
Uncategorized
$12.5M
24 holdings
Mutual Funds
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM Large Cap Growth R6 | Mutual Funds | — | — | $3.3M | 21.1% | |
| Fidelity 500 Index | — | — | — | $1.9M | 12.0% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.6M | 10.3% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.6M | 10.1% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.2M | 7.6% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $804K | 5.1% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $790K | 5.0% | |
| T. Rowe Price Value Fund | — | — | — | $775K | 4.9% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $648K | 4.1% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $460K | 2.9% | |
| Money Market Funds * Fidelity Retirement Government Money Market Fund | — | — | — | $433K | 2.7% | |
| MFS International Growth | — | — | — | $421K | 2.7% | |
| T. Rowe Price New Horizons | — | — | — | $320K | 2.0% | |
| Vanguard Equity-Income Admiral Fund | — | — | — | $293K | 1.8% | |
| MFS International Value R4 Fund | — | — | — | $256K | 1.6% | |
| maturing through December 2034 | — | — | — | $203K | 1.3% | |
| MFS Mid Cap Value R4 Fund | — | — | — | $144K | 0.9% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $143K | 0.9% | |
| Vanguard Short-Term Investment-Grade Admiral Fund | — | — | — | $96K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $93K | 0.6% | |
| PGIM High Yield Fund | — | — | — | $79K | 0.5% | |
| American Century Small Cap Value Fund | — | — | — | $78K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $68K | 0.4% | |
| PGIM Total Return Bond Z | — | — | — | $32K | 0.2% | |
| Fidelity Government Cash Reserves | — | — | — | $20K | 0.1% |
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