Original filing (PDF)20241015140022NAL0014780483001

FOCAL POINT LLC

Name: FOCAL POINT LLC — FOCAL POINT LLC 401(K) SAVINGS & RETIREMENT PLAN, Form 5500 (2023)
Creator: FOCAL POINT LLC

Form 5500

FILING_RECEIVED

FOCAL POINT LLC 401(K) SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOCAL POINT LLC.

Plan sponsor

Name

FOCAL POINT LLC

EIN

36-3991899

Address

4141 S PULASKI · CHICAGO, IL · 60632

Phone

(773) 869-8825

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE	35-0145825	—	INVESTMENT PROVIDER	—	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
FIRST UNITED LIFE INSURANCE FIRST UNITED LIFE INSURANCE · EIN 71-0294708 / PN 000	Pooled Separate Account	$0	—

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