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Original filing (PDF)20251014085039NAL0005159538001
FOCUS SCHOOL SOFTWARE, LLC
Form 5500
FILING_RECEIVED
FOCUS SCHOOL SOFTWARE LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
157
Accounts w/ balance
128
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOCUS SCHOOL SOFTWARE, LLC.
Plan sponsor
Name
FOCUS SCHOOL SOFTWARE, LLC
EIN
26-0894476
Address
475 CENTRAL AVENUE # 400 · ST. PETERSBURG, FL · 33701
Phone
(727) 213-6999
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AFTD50-R2 | — | — | — | $1.3M | 14.9% | |
| AFTD55-R2 | — | — | — | $1.3M | 14.9% | |
| AFTD35-R2 | — | — | — | $1.1M | 12.1% | |
| AFTD25-R2 | — | — | — | $921K | 10.6% | |
| AFTD30-R2 | — | — | — | $753K | 8.7% | |
| AFTD20-R2 | — | — | — | $732K | 8.4% | |
| AFTD45-R2 | — | — | — | $614K | 7.1% | |
| AFTD40-R2 | — | — | — | $469K | 5.4% | |
| AMBAL-R2 | — | — | — | $240K | 2.8% | |
| GFA-R2 | — | — | — | $219K | 2.5% | |
| FI-R2 | — | — | — | $139K | 1.6% | |
| AFTD60-R2 | — | — | — | $116K | 1.3% | |
| NPF-R2 | — | — | — | $100K | 1.2% | |
| AHIT-R2 | — | — | — | $89K | 1.0% | |
| PSCGI-R2 | — | — | — | $88K | 1.0% | |
| PSP-R2 | — | — | — | $84K | 1.0% | |
| ICA-R2 | — | — | — | $60K | 0.7% | |
| EUPAC-R2 | — | — | — | $59K | 0.7% | |
| LOAN | — | — | — | $59K | 0.7% | |
| MMF-R2 | — | — | — | $56K | 0.6% | |
| AFTD65-R2 | — | — | — | $51K | 0.6% | |
| AFTD10-R2 | — | — | — | $50K | 0.6% | |
| STBF-R2 | — | — | — | $44K | 0.5% | |
| BFA-R2 | — | — | — | $34K | 0.4% | |
| WGI-R2 | — | — | — | $29K | 0.3% | |
| CIB-R2 | — | — | — | $12K | 0.1% | |
| IGI-R2 | — | — | — | $11K | 0.1% | |
| PSGG-R2 | — | — | — | $8K | <0.1% | |
| SCWF-R2 | — | — | — | $4K | <0.1% | |
| PSGI-R2 | — | — | — | $3K | <0.1% |
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