· 2022–2024 · DOL EFAST2

Focus Strategies LLC — Focus Strategies 401(k), Form 5500 (2025)

Original filing (PDF)20260520173943NAL0002605216001

Focus Strategies LLC

Form 5500-SF

FILING_RECEIVED

Focus Strategies 401(k) Profit Sharing Plan

401(k) retirement plan · Focus Strategies LLC's Focus Strategies 401(k) Profit Sharing Plan held $814K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FOCUS STRATEGIES LLC

EIN

74-2932836all filings

Address

7600 N CAPITAL OF TEXAS · HWY BLDG B SUITE 345 · AUSTIN, TX · 78731

Phone

(512) 477-3280

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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