Original filing (PDF)20250825083858NAL0015234690001

Sweeney Advisors, LLC

Name: Sweeney Advisors, LLC — Sweeney Financial Group, Form 5500 (2024)
Creator: Sweeney Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sweeney Financial Group 401(k) and Profit Sharing Plan

401(k) retirement plan · Sweeney Advisors, LLC's Sweeney Financial Group 401(k) and Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jim Sweeney signed Sweeney Advisors, LLC's 2024 Form 5500 as plan administrator.

Jim Sweeney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sweeney Advisors, LLC's EIN is 27-0210078.

EIN 27-0210078

Plan number 001

Plan year 2024

ACK ID 20250825083858NAL0015234690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sweeney Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score