Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 2 in 2023
Providers › Focus Partners Wealth LLC
Focus Partners Wealth LLC
- Service provider, as named on Schedule C
- EIN 900751149
- Plan year 2024
- Direct compensation reported $204,859
Assets of those plans
$32,521,885,190
0.42% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$204,859
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 9 |
| 50 | Direct payment from the plan | 8 |
| 27 | Investment advisory (plan) | 4 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 28 | Investment management | 1 |
| 49 | Other services | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $5,967 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $24,333 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $6,166 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $5,110 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $20,638 |
| Spencer Stuart Retirement Benefits Plan | SSI (U.S.) Inc. DBA Spencer Stuart | $633,133,683 | 1,470 | $9,583 |
| BFKN Personal Retirement Plan a | Barack Ferrazzano Kirschbaum & Nagelberg | $112,879,416 | 141 | $6,401 |
| Pulmonary Associates of Richmond, Inc. Profit Sharing Plan | Pulmonary Associates of Richmond | $51,208,620 | 314 | $10,715 |
| Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan | Heard Mcelroy & Vestal | $34,230,381 | 208 | $7,722 |
| G. O. Carlson, Inc. Employees 401(k) Plan | G. O. Carlson | $20,868,176 | 261 | $11,839 |
| Gateway Ticketing Systems, Inc. 401(k) Plan | Gateway Ticketing Systems | $19,551,897 | 142 | $37,131 |
| Metropolitan Cabinet Distributors, Inc. 401(k) Planrecordkeeper | Metropolitan Cabinet Distributor | $10,080,654 | 110 | $21,968 |
| Perimeter Healthcare 401(k) Plan | REP Perimeter Holdings LLC D/B/A Perimeter Healthcare | $5,949,152 | 257 | $37,286 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.