Original filing (PDF)20250715082117NAL0001870705001

INFOCUS ADVISORS, INC. DBA INFOCUS INSURANCE AGENCY

Name: INFOCUS ADVISORS, INC. DBA INFOCUS INSURANCE AGENCY — INFOCUS ADVISORS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: INFOCUS ADVISORS, INC. DBA INFOCUS INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

INFOCUS ADVISORS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INFOCUS ADVISORS, INC. DBA INFOCUS INSURANCE AGENCY.

Plan sponsor

Name

INFOCUS ADVISORS, INC. DBA INFOCUS INSURANCE AGENCY

EIN

20-8656032all filings

Address

8035 OSWEGO ROAD · LIVERPOOL, NY · 13090

Phone

(315) 622-3333

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator