How big is Sweeney Rogers Geraghty, Inc.'s plan?

Sweeney Rogers Geraghty, Inc.'s plan reported $2.3M in assets and 32 participants for 2024.

Original filing (PDF)20250714081913NAL0001155760001

Sweeney Rogers Geraghty, Inc.

Name: Sweeney Rogers Geraghty, Inc. — Sweeney Rogers, Form 5500 (2024)
Creator: Sweeney Rogers Geraghty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sweeney Rogers Geraghty, Inc. 401(k) Plan

401(k) retirement plan · Sweeney Rogers Geraghty, Inc.'s Sweeney Rogers Geraghty, Inc. 401(k) Plan held $2.3M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Sweeney Rogers Geraghty, Inc.'s EIN is 04-3368708.

EIN 04-3368708

Plan number 001

Plan year 2024

ACK ID 20250714081913NAL0001155760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sweeney Rogers Geraghty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sweeney Rogers Geraghty, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWEENEY ROGERS GERAGHTY, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off