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Sponsor portfolio

QUAINTANCE-WEAVER MANAGEMENT

EIN 56-2101619-Accommodation and Food Services-Latest filing 2025
Plans
3
Retirement
2
$9.0M assets
Welfare
1
$92K premiums
Participants
818
324 W WENDOVER AVENUE, SUITE 320 - GREENSBORO, NC 27408336-370-0966quaintance-weaver.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001ESOP-$7.6M - 352 part#002401k-$1.4M - 333 part#501Mixed-$92K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $9.0M assets / 685 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • QW ESOP (#001)84%
  • MANAGEMENT, LLC 401(K) (#002)16%
Total $9.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • QW ESOP (#001)352
  • MANAGEMENT, LLC 401(K) (#002)333
Total 685Click row to drill in

Benefits portfolio analytics

1 plan / $92K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$92K
  • Vision$92K
  • Life$92K
  • Other$92K
Total $92K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $92K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

QW ESOP

ESOP

Assets$7.6M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUAINTANCE - WEAVER MANAGEMENT, LLC 401(K) PLAN

401k

Assets$1.4M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUAINTANCE-WEAVER MANAGEMENT, LLC GROUP BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$92K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001QW ESOPESOP$7.6M3522025
002QUAINTANCE - WEAVER MANAGEMENT, LLC 401(K) PLAN401k$1.4M3332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUAINTANCE-WEAVER MANAGEMENT, LLC GROUP BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$92K1312025
Retirement plans
Welfare plans
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