Sponsor portfolio
SWEENEY & ASSOCIATES, INC.
EIN 33-0786900Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
28
38730 SKY CANYON DRIVE, SUITE C - MURRIETA, CA 92563951-461-6830
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWEENEY & ASSOCIATES, INC. 401K PLAN | 401k | $3.9M | 28 | 2025 |
Retirement plans