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  1. Companies/
  2. James M. Svetich & Associates Inc.

Filings through Oct 24, 2026.

James M. Svetich & Associates Inc.

EIN 94-2728178-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
1
Retirement
1
$22K assets
Health & Benefits
0
Participants
23
2161 NORTH FREMONT STREET - MONTEREY, CA 93940831-901-8805
Plans on this EIN
1 filing
#001401(k)-$22K - 23 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST

401(k)

Assets$22K
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST401(k)$22K232025
  • JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST$22K
    #001 · 401(k) · 202523
Retirement plans
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