How big is Sweeney Scharkey & Blanchard LLC's plan?

Sweeney Scharkey & Blanchard LLC's plan reported $448K in assets and 9 participants for 2024.

Original filing (PDF)20250726133148NAL0017414162001

Sweeney Scharkey & Blanchard LLC

Name: Sweeney Scharkey & Blanchard LLC — Sweeney, Scharkey, Form 5500 (2024)
Creator: Sweeney Scharkey & Blanchard LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sweeney, Scharkey & Blanchard LLC 401(k) Plan and Trust

401(k) retirement plan · Sweeney Scharkey & Blanchard LLC's Sweeney, Scharkey & Blanchard LLC 401(k) Plan and Trust held $448K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

People on this filing

John Scharkey signed Sweeney Scharkey & Blanchard LLC's 2024 Form 5500 as plan administrator.

John Scharkey — 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 Scharkey & Blanchard LLC's EIN is 82-1404035.

EIN 82-1404035

Plan number 001

Plan year 2024

ACK ID 20250726133148NAL0017414162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sweeney Scharkey & Blanchard LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SCHARKEY & BLANCHARD 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score