How big is Focus Strategies' plan?

Focus Strategies' plan reported $2.1M in assets and 16 participants for 2024.

Original filing (PDF)20250612182357NAL0016990769001

Focus Strategies

Name: Focus Strategies — Focus Strategies 401(k) Plan, Form 5500 (2024)
Creator: Focus Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Strategies 401(k) Plan

401(k) retirement plan · Focus Strategies' Focus Strategies 401(k) Plan held $2.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Megan Kurteff-Schatz signed Focus Strategies' 2024 Form 5500 as plan administrator.

Megan Kurteff-Schatz — 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

Focus Strategies' EIN is 82-3124368.

EIN 82-3124368

Plan number 001

Plan year 2024

ACK ID 20250612182357NAL0016990769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Focus Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Focus Strategies' 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 FOCUS STRATEGIES.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FOCUS STRATEGIES

EIN

all filings

Address

440 N BARRANCA AVE. · #1815 · COVINA, CA · 91723

Phone

(916) 436-1836

Industry

Finance & Insurance

Plan administrator