Focus Partners Advisor Solutions

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

Active participants

153

Total plan assets

$34.2M

Filings (rows)

Direct comp

$36K

Indirect comp

Showing only "FOCUS PARTNERS ADVISOR SOLUTIONS"

View all 6 variants aggregated →

FOCUS PARTNERS WEALTH11 FOCUS PARTNERS ADVISOR SOLUTIONS2 FOCUS PARTNERS ADVISOR SOLUTION1 FOCUS PARTNERS1 FOCUS PARTNERS ADVISOR SOLUTIO1 FOCUS PARTNERS WEALTH LLCC1

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Heard McElroy & Vestal, L.L.C. Heard, McElroy & Vestal, L.L.C. 401(k) Profit Sharing Plan · all filings	SHREVEPORT, LA	Investment manager	153	$34.2M	$8K	$0
BST & Co. CPAS, LLP BST & Co. CPAS, LLP 401(k) Plan · all filings	LATHAM, NY	Investment manager	0	$0	$28K	$0