How big is Focus Wealth Partners' plan?

Focus Wealth Partners' plan reported $2.3M in assets and 3 participants for 2025.

Original filing (PDF)20260211153045NAL0005197539001

Focus Wealth Partners

Name: Focus Wealth Partners — Focus Wealth Partners 401(k), Form 5500 (2025)
Creator: Focus Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Wealth Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Focus Wealth Partners' Focus Wealth Partners 401(k) Profit Sharing Plan held $2.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Focus Wealth Partners' EIN is 20-4155529.

EIN 20-4155529

Plan number 002

Plan year 2025

ACK ID 20260211153045NAL0005197539001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Focus Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Focus Wealth Partners' 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 FOCUS WEALTH PARTNERS.

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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