How big is Focus Forward's plan?

Focus Forward's plan reported $2.4M in assets and 17 participants for 2024.

Original filing (PDF)20250625081944NAL0010997920001

Focus Forward

Name: Focus Forward — Focus Forward Retirement Savings, Form 5500 (2024)
Creator: Focus Forward
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Forward Retirement Savings Plan

401(k) retirement plan · Focus Forward's Focus Forward Retirement Savings Plan held $2.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Erika Fitzgerald signed Focus Forward's 2024 Form 5500 as plan administrator.

Erika Fitzgerald — 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

Focus Forward's EIN is 20-5242825.

EIN 20-5242825

Plan number 001

Plan year 2024

ACK ID 20250625081944NAL0010997920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Focus Forward from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Focus Forward'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 FOCUS FORWARD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

FOCUS FORWARD

EIN

all filings

Address

851 DUPORTAIL ROAD 2ND FLOOR · CHESTERBROOK, PA · 19087

Phone

(215) 367-4000

Industry

Professional & Technical Services

Plan administrator