FOCUSED WEALTH MANAGEMENT
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
44
Active participants
29,196
Total plan assets
$1.3B
Filings (rows)
44
Direct comp
$1.2M
Indirect comp
$276K
SERVICES PROVIDED
Other26
Advisor / Consultant18
Top plans served
All 44 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM, NY | Other NONE | 7,848 | $526.6M | $19K |
| MOUNT SAINT MARY COLLEGE MOUNT SAINT MARY COLLEGE DEFINED CONTRIBUTION PLAN | NEWBURGH, NY | Other NONE | 336 | $96.2M | $44K |
| MOUNT SAINT MARY COLLEGE MOUNT SAINT MARY COLLEGE DEFINED CONTRIBUTION PLAN | NEWBURGH, NY | Other NONE | 331 | $91.5M | $61K |
| MOUNT SAINT MARY COLLEGE MOUNT SAINT MARY COLLEGE DEFINED CONTRIBUTION PLAN | NEWBURGH, NY | Other NONE | 314 | $83.8M | $41K |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 3,448 | $57.2M | $0 |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 2,445 | $46.3M | $0 |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 2,316 | $37.2M | $0 |
| NATIONAL KIDNEY FOUNDATION, INC. NATIONAL KIDNEY FOUNDATION RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 177 | $34.5M | $190K |
| NATIONAL KIDNEY FOUNDATION, INC. NATIONAL KIDNEY FOUNDATION RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 179 | $31.5M | $77K |
| NATIONAL KIDNEY FOUNDATION, INC. NATIONAL KIDNEY FOUNDATION RETIREMENT SAVINGS PLAN | NEW YORK, NY | Other NONE | 175 | $26.1M | $84K |
| FAM INTERNATIONAL LOGISTICS, INC. CRISIS24 GLOBAL PROTECTIVE SOLUTIONS 401(K) PLAN | BOCA RATON, FL | Advisor / Consultant ADVISOR | 1,234 | $21.9M | $8K |
| RICHMOND CHILDRENS CENTER, INC. DBA RICHMOND COMMUNITY SERVICES RICHMOND CHILDREN'S CENTER, INC. 403(B) PLAN | MOUNT KISCO, NY | Other NONE | 486 | $19.1M | $73K |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 401(A) | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 769 | $18.1M | $0 |
| RICHMOND CHILDRENS CENTER, INC. DBA RICHMOND COMMUNITY SERVICES RICHMOND CHILDREN'S CENTER, INC. 403(B) PLAN | MOUNT KISCO, NY | Other NONE | 483 | $17.8M | $65K |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 401(A) | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 742 | $17.0M | $0 |
| INDEPENDENT GROUP HOME LIVING PROGRAM, INC. INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 401(A) | EAST MORICHES, NY | Advisor / Consultant INVESTMENT ADVISORY | 865 | $15.7M | $0 |
| JAWONIO, INC. JAWONIO, INC. 403(B)THRIFT PLAN | NEW CITY, NY | Other | 600 | $15.4M | $0 |
| JULIA DYCKMAN ANDRUS MEMORIAL JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN | YONKERS, NY | Advisor / Consultant INVESTMENT ADVISOR | 358 | $14.3M | $51K |
| JULIA DYCKMAN ANDRUS MEMORIAL, INC. JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN | YONKERS, NY | Advisor / Consultant INVESTMENT ADVISOR | 382 | $14.1M | $51K |
| JAWONIO, INC. JAWONIO, INC. 403(B)THRIFT PLAN | NEW CITY, NY | Other | 743 | $13.2M | $34K |
| JULIA DYCKMAN ANDRUS MEMORIAL, INC. JULIA DYCKMAN ANDRUS MEMORIAL, INC. 401(K) RETIREMENT PLAN | YONKERS, NY | Advisor / Consultant INVESTMENT ADVISOR | 422 | $12.2M | $54K |
| JAWONIO, INC. JAWONIO, INC. 403(B) THRIFT PLAN | NEW CITY, NY | Other | 468 | $11.8M | $54K |
| RBT CPAS, LLP RBT CPAS, LLP 401(K) PROFIT SHARING PLAN | NEWBURGH, NY | Other NONE | 117 | $8.4M | $37K |
| HEAD INJURY ASSOCIATION INC. 403(B) PLAN FOR HEAD INJURY ASSOCIATION INC. | HAUPPAUGE, NY | Advisor / Consultant INVESTMENT ADVISOR | 414 | $7.8M | $9K |
| RBT CPAS, LLP RBT CPAS LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEWBURGH, NY | Other NONE | 117 | $7.2M | $28K |
| WRAPAROUND SERVICES OF THE HUDSON VALLEY WRAPAROUND SERVICES OF THE HUDSON VALLEY DEFINED CONTRIBUTION PLAN | KINGSTON, NY | Advisor / Consultant ADVISOR | 176 | $6.1M | $14K |
| WRAPAROUND SERVICES OF THE HUDSON VALLEY WRAPAROUND SERVICES OF THE HUDSON VALLEY DEFINED CONTRIBUTION PLAN | LAKE KATRINE, NY | Advisor / Consultant ADVISOR | 151 | $5.5M | $19K |
| GREYSTONE PROGRAMS, INC. THE GREYSTONE PROGRAMS, INC. RETIREMENT PLAN | HOPEWELL JUNCTION, NY | Advisor / Consultant ADVISOR | 254 | $5.3M | $15K |
| RBT CPAS, LLP RBT CPAS LLP 401K PROFIT SHARING PLAN AND TRUST | NEWBURGH, NY | Other | 114 | $5.2M | — |
| GREYSTONE PROGRAMS, INC. THE GREYSTONE PROGRAMS, INC. RETIREMENT PLAN | HOPEWELL JUNCTION, NY | Advisor / Consultant ADVISOR | 190 | $4.9M | $13K |
| ORANGE COUNTY CEREBRAL PALSY ASSOCIATION, INC. INSPIRE 401(K) PROFIT SHARING PLAN AND TRUST | GOSHEN, NY | Other NONE | 172 | $4.8M | $12K |
| WRAPAROUND SERVICES OF THE HUDSON VALLEY WRAPAROUND SERVICES OF THE HUDSON VALLEY DEFINED CONTRIBUTION PLAN | KINGSTON, NY | Advisor / Consultant ADVISOR | 146 | $4.6M | $19K |
| GREYSTONE PROGRAMS, INC. THE GREYSTONE PROGRAMS, INC. RETIREMENT PLAN | HOPEWELL JUNCTION, NY | Advisor / Consultant ADVISOR | 182 | $4.4M | $13K |
| ACCESS PHYSICAL THERAPY & WELLNE ACCESS PHYSICAL THERAPY & WELLNESS 401(K) PLAN | CAMPBELL PARK, NY | Other INVESTMENT/FINANCIAL ADVI | 367 | $4.0M | $7K |
| ADAPT OF THE HUDSON VALLEY, INC. ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN | MIDDLETOWN, NY | Other N/A | 525 | $3.2M | $3K |
| MENTAL HEALTH ASSOCIATION OF NASSAU COUNTY, INC MENTAL HEALTH ASSOCIATION OF NASSAU COUNTY 403(B) PLAN | HEMPSTEAD, NY | Other NONE | 135 | $2.0M | $4K |
| REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM, INC. RECAP 401(K) RETIREMENT PLAN | MIDDLETOWN, NY | Other NONE | 129 | $2.0M | $9K |
| MENTAL HEALTH ASSOCIATION OF NASSAU COUNTY, INC MENTAL HEALTH ASSOCIATION OF NASSAU COUNTY 403(B) PLAN | HEMPSTEAD, NY | Other NONE | 134 | $1.7M | $629 |
| REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM, INC RECAP 401(K) RETIREMENT PLAN | MIDDLETOWN, NY | Other NONE | 104 | $1.6M | $7K |
| REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM, INC RECAP 401(K) RETIREMENT PLAN | MIDDLETOWN, NY | Other NONE | 106 | $1.2M | $6K |
| ADAPT OF THE HUDSON VALLEY, INC. ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN | MIDDLETOWN, NY | Other N/A | 542 | $569K | $22 |
| NYSARC, INC. SULLIVAN COUNTY CHAPTER NYSARC, INC. SULLIVAN COUNTY CHAPTER 401K PLAN & TRUST | MONTICELLO, NY | Advisor / Consultant ADVISOR | 0 | $0 | $40K |
| JAWONIO, INC. DEFINED BENEFIT PLAN OF JAWONIO, INC. | NEW CITY, NY | Other | 0 | $0 | $42K |
| NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER THE ARC OF ORANGE COUNTY 403(B) DC PLAN | MONTICELLO, NY | Other NONE | 0 | — | $18K |