GER Loftin Wealth Advisors LLC

Cindy Scheffler signed GER Loftin Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

• Cindy Scheffler — Plan Administrator — Form 5500 signer
• James Loftin — Employer / Plan Sponsor — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

GER Loftin Wealth Advisors LLC's EIN is 27-3575822.

Download the official 2024 Form 5500 (PDF) for GER Loftin Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

GER Loftin Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).