How big is Infocus Financial Strategies, LLC's plan?

Infocus Financial Strategies, LLC's plan reported $311K in assets and 4 participants for 2024.

Original filing (PDF)20250630144154NAL0011289601001

Infocus Financial Strategies, LLC

Name: Infocus Financial Strategies, LLC — Infocus Financia, Form 5500 (2024)
Creator: Infocus Financial Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Infocus Financial 401(k) Plan

401(k) retirement plan · Infocus Financial Strategies, LLC's Infocus Financial 401(k) Plan held $311K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

John Pittman signed Infocus Financial Strategies, LLC's 2024 Form 5500 as plan administrator.

John Pittman — 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

Infocus Financial Strategies, LLC's EIN is 32-0448985.

EIN 32-0448985

Plan number 001

Plan year 2024

ACK ID 20250630144154NAL0011289601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Infocus Financial Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Infocus Financial Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INFOCUS FINANCIAL STRATEGIES, 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