Plan Snapshot
- Plan Sponsor: Foster & Motley, INC.
- Sponsor EIN: 311482336
- Sponsor Address: 7755 MONTGOMERY RD. SUITE 100, CINCINNATI, OH, 45236
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 49 | $23.6M | $1.2M | $547,547 |
| 2023 | 44 | $20.3M | $1.1M | $468,850 |
| 2022 | 43 | $16.9M | $992,902 | $448,449 |