FOCUS INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
42
Active participants
76,090
Total plan assets
$8.5B
Filings (rows)
42
Direct comp
$2.6M
Indirect comp
$0
Aggregating 4 name variants under "FOCUS INVESTMENT"
SERVICES PROVIDED
Other40
Advisor / Consultant2
Top plans served
All 42 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU, HI | Other NONE | 4,242 | $662.3M | $168K |
| HAWAII CARPENTERS FINANCIAL SECURITY FUND HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU, HI | Other NONE | 4,066 | $576.8M | $210K |
| HAWAII CARPENTERS FINANCIAL SECURITY HAWAII CARPENTERS FINANCIAL SECURITY FUND | HONOLULU, HI | Other NONE | 3,972 | $492.5M | $188K |
| HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU, HI | Other NONE | 2,222 | $450.5M | $145K |
| HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU, HI | Other NONE | 2,457 | $426.2M | $117K |
| HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU, HI | Other NONE | 2,215 | $402.0M | $128K |
| HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU, HI | Other NONE | 2,381 | $392.4M | $102K |
| HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU, HI | Other NONE | 1,543 | $361.9M | $80K |
| BOARD OF TRUSTEES OF HAWAII LABORERS PENSION TRUST HAWAII LABORERS PENSION PLAN | HONOLULU, HI | Other NONE | 2,310 | $346.4M | $82K |
| HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU, HI | Other NONE | 1,668 | $314.6M | $71K |
| HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU, HI | Other NONE | 3,391 | $302.4M | $105K |
| BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND MASONS PENSION PLAN | HONOLULU, HI | Other | 1,248 | $284.2M | $11K |
| BOARD OF TRUSTEES OF THE HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU, HI | Other NONE | 2,894 | $277.0M | $93K |
| BOARD OF TRUSTEES OF MASONS PENSION TRUST FUND MASONS PENSION PLAN | HONOLULU, HI | Other | 1,298 | $258.8M | $17K |
| HAWAII CARPENTERS HEALTH & WELFARE FUND HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU, HI | Other NONE | 3,862 | $213.9M | $98K |
| HAWAII CARPENTERS HEALTH AND WELFARE HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU, HI | Other NONE | 3,749 | $200.3M | $72K |
| HAWAII CARPENTERS HEALTH AND WELFARE HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU, HI | Other NONE | 3,634 | $189.3M | $88K |
| HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN | HONOLULU, HI | Other NONE | 0 | $181.5M | $51K |
| HAWAII CARPENTERS HEALTH & WELFARE HAWAII CARPENTERS HEALTH AND WELFARE | HONOLULU, HI | Other NONE | 3,689 | $179.9M | $66K |
| BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUND HAWAII IRON WORKERS' PENSION PLAN | WAIPAHU, HI | Other NONE | 649 | $175.8M | $8K |
| HAWAII CARPENTERS NEW RETIREE MEDICAL HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN | HONOLULU, HI | Other NONE | — | $151.1M | $46K |
| HAWAII CARPENTERS HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN | HONOLULU, HI | Other NONE | — | $142.3M | $32K |
| HAWAII LABORERS' HEALTH & WELFARE FUND HAWAII LABORERS' HEALTH & WELFARE FUND | HONOLULU, HI | Other NONE | 2,523 | $137.9M | $53K |
| BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,088 | $126.9M | $14K |
| HAWAII CARPENTERS NEW RETIREE MEDICAL HAWAII CARPENTERS NEW RETIREE MEDICAL PLAN | HONOLULU, HI | Other NONE | 0 | $119.6M | $29K |
| BOARD OF TRUSTEES OF THE HAWAII LABORERS HEALTH AND WELFARE TRUST FUND HAWAII LABORERS' HEALTH AND WELFARE | HONOLULU, HI | Other NONE | 2,456 | $117.9M | $46K |
| BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,143 | $116.8M | $15K |
| BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUND HAWAII MASONS AND PLASTERERS ANNUITY PLAN | HONOLULU, HI | Other NONE | 1,254 | $103.8M | $12K |
| HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,901 | $100.0M | $35K |
| BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN CATV INDUSTRY-IBEW PENSION PLAN | HONOLULU, HI | Other NONE | 47 | $98.4M | $13K |
| HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN | HONOLULU, HI | Other NONE | 1,819 | $92.2M | $33K |
| BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN CATV INDUSTRY-IBEW PENSION PLAN | HONOLULU, HI | Other NONE | 286 | $89.8M | $11K |
| BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN CATV INDUSTRY-IBEW PENSION PLAN | HONOLULU, HI | Other NONE | 286 | $89.8M | $11K |
| BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLAN CATV INDUSTRY-IBEW PENSION PLAN | HONOLULU, HI | Other NONE | 382 | $80.2M | $11K |
| ELECTRICAL WORKERS HEALTH AND WELFARE PLAN BOARD OF TRUSTEES ELECTRICAL WORKERS HEALTH AND WELFARE PLAN | LAS VEGAS, NV | Other NONE | 3,659 | $58.2M | $23K |
| BOARD OF TRUSTEES, WESTERN REGION N WESTERN REGION NECA 401(K) PLAN | SPOKANE, WA | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 435 | $55.4M | $134K |
| BOARD OF TRUSTEES, WESTERN REGIONS NECA 401(K) PLAN WESTERN REGIONS NECA 401(K) PLAN | SPOKANE, WA | Advisor / Consultant INVESTMENT ADVISORY - PLA | 443 | $48.8M | $102K |
| BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA 401K PLAN IBEW LOCAL 40 - NECA 401(K) PLAN | SAN DIEGO, CA | Other NONE | 401 | $35.1M | $24K |
| BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA 401K PLAN IBEW LOCAL 40 - NECA 401(K) PLAN | SAN DIEGO, CA | Other NONE | 404 | $27.6M | $21K |
| BOARD OF TRUSTEES OF HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BE HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFIT PLAN | HONOLULU, HI | Other NONE | 2,903 | $25.6M | $10K |
| BOARD OF TRUSTEES OF HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BE HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFIT PLAN | HONOLULU, HI | Other NONE | 2,764 | $21.6M | $9K |
| BOARD OF TRUSTEES, IBEW LOCAL 40 - NECA HEALTH & IBEW LOCAL 40 - NECA HEALTH & WELFARE TRUST FUND | SAN DIEGO, CA | Other NONE | 406 | $7.2M | $7K |