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  2. Ger Loftin Wealth Advisors LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Ger Loftin Wealth Advisors LLC

EIN 27-3575822-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$480K assets
Welfare
0
Participants
9
6470 E. JOHNS CROSSING, SUITE 230 - JOHNS CREEK, GA 30097888-556-3846
Plans on this EIN
1 filing
#001401(k)-$480K - 9 part

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Retirement#001

GER LOFTIN WEALTH ADVISORS, LLC 401(K) PLAN

401(k)

Assets$480K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GER LOFTIN WEALTH ADVISORS, LLC 401(K) PLAN401(k)$480K92025
Retirement plans
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