Focus Hr, Inc. Retirement Plan
Sponsored by Casa De Los Ninos · EIN 860314595 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 163
- With balances
- 231
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Float revenue, Participant loan processing | $22,942 |
| Allworth Financial Lp | Investment advisory (plan) | $19,937 |
| Latitude Service Componay, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,932 |