How big is Focalpoint Wealth Management, LLC's plan?

Focalpoint Wealth Management, LLC's plan reported $426K in assets and 2 participants for 2025.

Original filing (PDF)20260126130126NAL0002351792001

Focalpoint Wealth Management, LLC

Name: Focalpoint Wealth Management, LLC — FPWM 401(k) Plan, Form 5500 (2025)
Creator: Focalpoint Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FPWM 401(k) Plan

401(k) retirement plan · Focalpoint Wealth Management, LLC's FPWM 401(k) Plan held $426K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Christopher Urness signed Focalpoint Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Christopher Urness — 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

Focalpoint Wealth Management, LLC's EIN is 81-1865675.

EIN 81-1865675

Plan number 001

Plan year 2025

ACK ID 20260126130126NAL0002351792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Focalpoint Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Focalpoint Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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