Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FOSTER-MORALES, PLLC
EIN 60-0000416Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
32
150 WEST FLAGLER STREET, SUITE 2950 - MIAMI, FL 33130305-577-0090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FOSTER-MORALES PLLC CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FOSTER-MORALES PLLC PROFIT SHARING PLAN
401k
Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FOSTER-MORALES PLLC CASH BALANCE PLAN | CashBalance | $3.8M | 16 | 2025 | |
| 001 | FOSTER-MORALES PLLC PROFIT SHARING PLAN | 401k | $1.9M | 16 | 2025 |
Retirement plans