How big is Focal Pointe Holdings, LLC's plan?

Focal Pointe Holdings, LLC's plan reported $2.8M in assets and 189 participants for 2024.

Original filing (PDF)20250710150550NAL0003598115001

Focal Pointe Holdings, LLC

Name: Focal Pointe Holdings, LLC — Focal Pointe Holdings, Form 5500 (2024)
Creator: Focal Pointe Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focal Pointe Holdings, LLC Retirement Trust

401(k) retirement plan · Focal Pointe Holdings, LLC's Focal Pointe Holdings, LLC Retirement Trust held $2.8M in plan assets for 189 participants in 2024.

Signals · 1

No auditor on file

Active participants

189

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Luke M Williams signed Focal Pointe Holdings, LLC's 2024 Form 5500 as plan administrator.

Luke M Williams — 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

Focal Pointe Holdings, LLC's EIN is 92-2722923.

EIN 92-2722923

Plan number 001

Plan year 2024

ACK ID 20250710150550NAL0003598115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Focal Pointe Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Focal Pointe Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score