Sponsor portfolio
FORMIDABLE ASSET MANAGEMENT
EIN 46-2376509financial servicesLatest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
Participants
50
221 E. 4TH STREET, SUITE 2700 - CINCINNATI, OH 45202513-655-5566formidableam.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
FORMIDABLE ASSET MANAGEMENT 401(K) AND PROFIT SHARING PLAN
401k
Assets$1.8M
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
FORMIDABLE ASSET MANAGEMNT SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORMIDABLE ASSET MANAGEMENT 401(K) AND PROFIT SHARING PLAN | 401k | $1.8M | 27 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORMIDABLE ASSET MANAGEMNT SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans