What public Form 5500 filings show about the Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney 401(k) plan — and how to find and check your own account.
Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney (EIN 94-2773722) reports SWEENEY & SWEENEY INSURANCE SERVICES 401K PROFIT SHARING PLAN on its most recent Form 5500, with $742K in plan assets across 28 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney filing — schedules, fees, and providers.
Sweeney & Sweeney Insurance Inc. DBA Sweeney & Sweeney’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Sweeney & Sweeney Insurance Inc. DBA Sweeney & SweeneyHR for the recordkeeper’s name and login.
