Back to filter
Original filing (PDF)20251003121742NAL0003358130001
QUAINTANCE-WEAVER MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
QW ESOP
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
283
Accounts w/ balance
294
Plan assets (EOY)
$6.9M
Net assets (EOY)
-$3.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "1,000,000 retirement units" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUAINTANCE-WEAVER MANAGEMENT, LLC.
Plan sponsor
Name
QUAINTANCE-WEAVER MANAGEMENT, LLC
EIN
56-2101619
Address
324 W WENDOVER AVENUE · SUITE 320 · GREENSBORO, NC · 27408
Phone
(336) 370-0966
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-02
Tax period
2024-12-30
Filed
2025-10-03
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1,000,000 retirement units | — | — | $15.0M | $6.9M | 99.9% | |
| Goldman Sachs Financial Square Government Fund Institutional | — | — | $4K | $4K | <0.1% |
Related plans
Similar-size Accommodation & Food Services plans
JIPC MANAGEMENT, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JIPC MANAGEMENT, INC.
$6.9M · 314 participants
NORTHUMBERLAND LMG CORPORATION
NORTHUMBERLAND LMG CORPORATION 401(K) AND PROFIT SHARING PLAN
$7.0M · 267 participants
PATRONIS BROTHERS, INC.
PATRONIS BROTHERS, INC. 401K PROFIT SHARING PLAN
$7.0M · 63 participants
JAN CO, INC.
THE JAN COMPANIES 401(K) PLAN
$7.0M · 368 participants
GRG ENTERPRISES, LLC
GRG ENTERPRISES, LLC 401(K) PLAN
$6.9M · 329 participants
FORD RESTAURANT GROUP, INC.
FORD RESTAURANT GROUP RETIREMENT SAVINGS PLAN
$6.8M · 354 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants