Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEAVER CONSULTING GROUP, LLC
EIN 82-1548074financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
14
101 MAIN ST., STE. 220 - HUNTINGTON BEACH, CA 92648714-536-4065weaverconsultinggroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEAVER CONSULTING GROUP, LLC RETIREMENT SAVINGS PLAN
401k
Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEAVER CONSULTING GROUP, LLC DEFINED BENEFIT PLAN
CashBalance
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEAVER CONSULTING GROUP, LLC RETIREMENT SAVINGS PLAN | 401k | $2.5M | 7 | 2024 | |
| 002 | WEAVER CONSULTING GROUP, LLC DEFINED BENEFIT PLAN | CashBalance | $1.6M | 7 | 2024 |
Retirement plans