Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARISTA WEALTH MANAGEMENT
EIN 20-5148461financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
37
8876 SPANISH RIDGE AVE STE 202 - LAS VEGAS, NV 89148702-309-9970aristawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARISTA WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$2.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ARISTAWEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$267K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARISTA WEALTH MANAGEMENT 401(K) PLAN | 401k | $2.0M | 22 | 2024 | |
| 003 | ARISTAWEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $267K | 15 | 2024 |
Retirement plans