# Foster & Motley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/foster-motley-inc-401k-plan

> Foster & Motley, INC.'s 401(k) plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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