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  2. Foltz & Associates LLC

Filings through Oct 24, 2026.

Foltz & Associates LLC

EIN 20-4830548-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$111K assets
Health & Benefits
0
Participants
8
2601 PRINCESS ANNE STREET, STE 201 - FREDERICKSBURG, VA 22401540-373-6589
Plans on this EIN
1 filing
#001401(k)-$111K - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FOLTZ CPA EMPLOYEE RETIREMENT PLAN

401(k)

Assets$111K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FOLTZ CPA EMPLOYEE RETIREMENT PLAN401(k)$111K82025
  • FOLTZ CPA EMPLOYEE RETIREMENT PLAN$111K
    #001 · 401(k) · 20258
Retirement plans
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