Original filing (PDF)20250708221108NAL0005098849001

FOCUS & BALANCE, PLLC

Name: FOCUS & BALANCE, PLLC — FOCUS & BALANCE 401(K) PLAN, Form 5500 (2024)
Creator: FOCUS & BALANCE, PLLC

Form 5500-SF

FILING_RECEIVED

FOCUS & BALANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$579K

Net assets (EOY)

$579K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOCUS & BALANCE, PLLC.

Plan sponsor

Name

FOCUS & BALANCE, PLLC

EIN

26-4697684

Address

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

Phone

(210) 858-9980

Industry