Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Focus Holdings USA, Inc.
EIN 83-2398748Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$14.3M assets
Health & Benefits
0
Participants
144
7371 ATLAS WALK WAY, UNIT 259 - GAINESVILLE, VA 20155202-785-9404
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $14.3M assets / 144 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FOCUS HOLDINGS USA, INC. RETIREMENT PLAN
401(k)
Assets$10.4M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
FOCUS HOLDINGS USA, INC. CASH BALANCE PLAN II
Cash balance
Assets$3.7M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
FOCUS HOLDINGS USA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$195K
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FOCUS HOLDINGS USA, INC. RETIREMENT PLAN | 401(k) | $10.4M | 51 | 2024 |
| #004 | FOCUS HOLDINGS USA, INC. CASH BALANCE PLAN II | Cash balance | $3.7M | 44 | 2024 |
| #003 | FOCUS HOLDINGS USA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $195K | 49 | 2025 |
- #001 · 401(k) · 202451
- #004 · Cash balance · 202444
- #003 · ESOP · 202549
Retirement plans