How big is Refocus Management LLC's plan?

Refocus Management LLC's plan reported $184K in assets for 2023.

Original filing (PDF)20240904163633NAL0019975905001

Refocus Management LLC

Name: Refocus Management LLC — Form 5500 (2023)
Creator: Refocus Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Refocus Management LLC reported $184K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Howard Schussler signed Refocus Management LLC's 2023 Form 5500 as plan administrator.

Howard Schussler — 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

Refocus Management LLC's EIN is 82-1756368.

EIN 82-1756368

Plan number 001

Plan year 2023

ACK ID 20240904163633NAL0019975905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Refocus Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

REFOCUS MANAGEMENT LLC

EIN

all filings

Address

200 EAST 66TH STREET · APT B 406 · NEW YORK, NY · 10065

Phone

(646) 979-9494

Industry

Real Estate

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

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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