How big is Focus Advisors, Inc.'s plan?

Focus Advisors, Inc.'s plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20251014175037NAL0003524193001

Focus Advisors, Inc.

Name: Focus Advisors, Inc. — Focus Advisors, Inc. Cash, Form 5500 (2024)
Creator: Focus Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus Advisors, Inc. Cash Balance Plan

Defined-benefit pension plan · Focus Advisors, Inc.'s Focus Advisors, Inc. Cash Balance Plan held $2.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Focus Advisors, Inc.'s EIN is 94-2881091.

EIN 94-2881091

Plan number 002

Plan year 2024

ACK ID 20251014175037NAL0003524193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Focus Advisors, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score