How big is Focus Optimal LLC's plan?

Focus Optimal LLC's plan reported $909K in assets and 1 participants for 2023.

Original filing (PDF)20240628124248NAL0000683681001

Focus Optimal LLC

Name: Focus Optimal LLC — Focus Optimal LLC 401(k) Profit, Form 5500 (2023)
Creator: Focus Optimal LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Optimal LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Focus Optimal LLC's Focus Optimal LLC 401(k) Profit Sharing Plan & Trust held $909K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

People on this filing

Peter ZHU signed Focus Optimal LLC's 2023 Form 5500 as plan administrator.

Peter ZHU — 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 Optimal LLC's EIN is 26-3666456.

EIN 26-3666456

Plan number 001

Plan year 2023

ACK ID 20240628124248NAL0000683681001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Focus Optimal LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Focus Optimal LLC'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 OPTIMAL 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