How big is FP Focus LLC DBA Brandt Wealth Advisors' plan?

FP Focus LLC DBA Brandt Wealth Advisors' plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250521154950NAL0002054641001

FP Focus LLC DBA Brandt Wealth Advisors

Name: FP Focus LLC DBA Brandt Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: FP Focus LLC DBA Brandt Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandt Wealth Advisors 401(k) Plan

401(k) retirement plan · FP Focus LLC DBA Brandt Wealth Advisors' Brandt Wealth Advisors 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

FP Focus LLC DBA Brandt Wealth Advisors' EIN is 83-1073915.

EIN 83-1073915

Plan number 001

Plan year 2024

ACK ID 20250521154950NAL0002054641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FP Focus LLC DBA Brandt Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FP Focus LLC DBA Brandt Wealth Advisors' 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 FP FOCUS LLC DBA BRANDT WEALTH ADVISORS.

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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