How big is Arista Wealth Management's plan?

Arista Wealth Management's plan reported $2.0M in assets and 16 participants for 2024.

Original filing (PDF)20250818154458NAL0001348593001

Arista Wealth Management

Name: Arista Wealth Management — Arista Wealth Management, Form 5500 (2024)
Creator: Arista Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arista Wealth Management 401(k) Plan

401(k) retirement plan · Arista Wealth Management's Arista Wealth Management 401(k) Plan held $2.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Paul Moffat signed Arista Wealth Management's 2024 Form 5500 as plan administrator.

Paul Moffat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Arista Wealth Management's EIN is 20-5148461.

EIN 20-5148461

Plan number 001

Plan year 2024

ACK ID 20250818154458NAL0001348593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arista Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arista Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARISTA WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score