How big is Focus & Balance, PLLC's plan?

Focus & Balance, PLLC's plan reported $579K in assets and 12 participants for 2024.

Original filing (PDF)20250708221108NAL0005098849001

Focus & Balance, PLLC

Name: Focus & Balance, PLLC — Focus & Balance 401(k) Plan, Form 5500 (2024)
Creator: Focus & Balance, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus & Balance 401(k) Plan

401(k) retirement plan · Focus & Balance, PLLC's Focus & Balance 401(k) Plan held $579K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$579K

Net assets (EOY)

$579K

Plan identifiers

Focus & Balance, PLLC's EIN is 26-4697684.

EIN 26-4697684

Plan number 001

Plan year 2024

ACK ID 20250708221108NAL0005098849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Focus & Balance, PLLC's 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 & BALANCE, PLLC.

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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 (94th percentile).

Plan sponsor

Name

FOCUS & BALANCE, PLLC

EIN

all filings

Address

2040 BABCOCK RD., SUITE 301 · SAN ANTONIO, TX · 78229

Phone

(210) 858-9980

Industry

Health Care & Social Assistance

Plan administrator