Sponsor portfolio
FOSTER AND MOTLEY
EIN 31-1482336financial servicesLatest filing 2025
Plans
2
Retirement
1
$23.6M assets
Welfare
1
Participants
86
7755 MONTGOMERY RD - CINCINNATI, OH 45236513-561-6640fosterandmotley.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FOSTER & MOTLEY, INC. PROFIT SHARING PLAN
401k
Assets$23.6M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
FOSTER AND MOTLEY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOSTER & MOTLEY, INC. PROFIT SHARING PLAN | 401k | $23.6M | 52 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOSTER AND MOTLEY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans