PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FOCUS 360, INC.
Sponsor portfolio

FOCUS 360, INC.

EIN 33-0798781-real estate-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
84
95 ENTERPRISE, SUITE 250 - ALISO VIEJO, CA 92656949-246-7307focus360.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.3M - 46 part#002CashBalance-$458K - 38 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 84 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INC. 401K PLAN (#001)92%
  • CASH BALANCE PENSION (#002)8%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)46
  • CASH BALANCE PENSION (#002)38
Total 84Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOCUS 360, INC. 401K PLAN

401k

Assets$5.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FOCUS 360 CASH BALANCE PENSION PLAN

CashBalance

Assets$458K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FOCUS 360, INC. 401K PLAN401k$5.3M462025
002FOCUS 360 CASH BALANCE PENSION PLANCashBalance$458K382024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica