Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FOCUS HOLDINGS USA, INC.
EIN 83-2398748Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$20.1M assets
Welfare
0
Participants
144
7371 ATLAS WALK WAY UNIT 259 - GAINESVILLE, VA 201552992202-470-1963
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $20.1M assets / 144 participantsParticipants by plan
Active + retired + deferred vested
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 HOLDINGS USA, INC. RETIREMENT PLAN
401k
Assets$10.4M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FOCUS HOLDINGS USA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.0M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
FOCUS HOLDINGS USA, INC. CASH BALANCE PLAN II
CashBalance
Assets$3.7M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOCUS HOLDINGS USA, INC. RETIREMENT PLAN | 401k | $10.4M | 51 | 2024 | |
| 003 | FOCUS HOLDINGS USA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.0M | 49 | 2024 | |
| 004 | FOCUS HOLDINGS USA, INC. CASH BALANCE PLAN II | CashBalance | $3.7M | 44 | 2024 |
Retirement plans