Assets by plan
Share of aggregate retirement assets
Filings through .
Arista Wealth Management
EIN 20-5148461financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Health & Benefits
0
Participants
35
8876 SPANISH RDIGE AVE SUITE 202 - LAS VEGAS, NV 89148702-309-9970aristawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 35 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ARISTA WEALTH MANAGEMENT 401(K) PLAN
401(k)
Assets$2.4M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ARISTAWEALTH MANAGEMENT CASH BALANCE PLAN
Cash balance
Assets$499K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ARISTA WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $2.4M | 21 | 2025 |
| #003 | ARISTAWEALTH MANAGEMENT CASH BALANCE PLAN | Cash balance | $499K | 14 | 2025 |
- #001 · 401(k) · 202521
- #003 · Cash balance · 202514
Retirement plans