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  2. Atlas Wealth, LLC

Filings through Oct 24, 2026.

Atlas Wealth, LLC

EIN 87-4432827-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$689K assets
Health & Benefits
0
Participants
10
9301 MONTGOMERY ROAD, SUITE 2A - CINCINNATI, OH 45242513-985-3450
Plans on this EIN
1 filing
#001401(k)-$689K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ATLAS WEALTH, LLC DBA GEARHART & ASSOCIATES RETIREMENT PLAN

401(k)

Assets$689K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ATLAS WEALTH, LLC DBA GEARHART & ASSOCIATES RETIREMENT PLAN401(k)$689K102025
  • ATLAS WEALTH, LLC DBA GEARHART & ASSOCIATES RETIREMENT PLAN$689K
    #001 · 401(k) · 202510
Retirement plans
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