How big is Focused Asset Management, LLC's plan?

Focused Asset Management, LLC's plan reported $260K in assets and 7 participants for 2024.

Original filing (PDF)20250616150633NAL0000556035001

Focused Asset Management, LLC

Name: Focused Asset Management, LLC — Focused Asset, Form 5500 (2024)
Creator: Focused Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focused Asset Management, LLC Retirement Plan

401(k) retirement plan · Focused Asset Management, LLC's Focused Asset Management, LLC Retirement Plan held $260K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

Plan identifiers

Focused Asset Management, LLC's EIN is 47-1359379.

EIN 47-1359379

Plan number 001

Plan year 2024

ACK ID 20250616150633NAL0000556035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Focused Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Focused Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOCUSED ASSET MANAGEMENT, 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