Sponsor portfolio
ATHOS PRIVATE WEALTH LLC
EIN 84-5128204financial servicesLatest filing 2025
Plans
1
Retirement
1
$321K assets
Welfare
0
Participants
15
4725 S HOLLADAY BLVD, SUITE 130 - HOLLADAY, UT 84117831-801-7693athoswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ATHOS PRIVATE WEALTH LLC 401(K) PLAN | 401k | $321K | 15 | 2025 |
Retirement plans