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Focus 401(k) Group, LLC

EST. AUM
$169,876,000

CONTACTS
2

CLIENT ACCOUNTS
27

Firm Details

Metro area Dallas
CRD Number 172217
Website focus401kgroup.com
Client types

Overview

Focus 401(k) Group, founded in 2014, delivers bespoke, fee-based fiduciary advisory services exclusively for retirement plan sponsors. Operating independently from plan providers and administrators, it offers investment advisory as both a 3(21) fiduciary and 3(38) discretionary manager. The firm’s services include bench-marking, investment policy support, and participant education, all designed to optimize plan governance, reduce fiduciary risk, and align plan design with sponsor objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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