Focus Partners

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

5,663

Total plan assets

$2.0B

Filings (rows)

Direct comp

$195K

Indirect comp

Showing only "FOCUS PARTNERS"

View all 7 variants aggregated →

FOCUS PARTNERS WEALTH13 FOCUS PARTNERS4 FOCUS PARTNERS ADVISOR SOLUTIO4 FOCUS PARTNERS ADVISOR SOLUTIONS1 FOCUS PARTNERS WEALTH LLCC1 FOCUS PARTNERS ADVISOR SOLUTIONSLLC1 FOCUS PARTNERS ADVISOR SOLUTION1

SERVICES PROVIDED

Advisor / Consultant2

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Gilbane Inc. Gilbane 401(k) & Retirement Plan · all filings	PROVIDENCE, RI	Advisor / Consultant	3,673	$1.1B	$75K	$0
Federated Hermes, Inc. Federated Hermes, Inc. Employees Profit Sharing / 401(k) Plan · all filings	PITTSBURGH, PA	Other service providers	1,480	$770.1M	$65K	$0
Brown, Edwards & Company, L.L.P. Brown, Edwards & Company, L.L.P. 401(k) Profit Sharing Plan · all filings	CHRISTIANSBURG, VA	Advisor / Consultant	407	$89.5M	$25K	$0
Sherman's Place, Inc. Sherman's Place, Inc. 401(k) Plan · all filings	PEORIA, IL	Other service providers	103	$7.6M	$30K	$0