Filings through .
Foster & Motley, Inc.
EIN 31-1482336financial servicesLatest filing 2025
Plans
2
Retirement
1
$29.9M assets
Health & Benefits
1
Participants
89
7755 MONTGOMERY RD. SUITE 100 - CINCINNATI, OH 45236513-561-6640fosterandmotley.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FOSTER & MOTLEY, INC. PROFIT SHARING PLAN
401(k)
Assets$29.9M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FOSTER AND MOTLEY SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FOSTER & MOTLEY, INC. PROFIT SHARING PLAN | 401(k) | $29.9M | 55 | 2025 |
- #001 · 401(k) · 202555
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FOSTER AND MOTLEY SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans