How big is Aristawealth Management's plan?

Aristawealth Management's plan reported $267K in assets and 15 participants for 2024.

Original filing (PDF)20251008154315NAL0014153794001

Aristawealth Management

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

Form 5500-SF

FILING_RECEIVED

Aristawealth Management Cash Balance Plan

Defined-benefit pension plan · Aristawealth Management's Aristawealth Management Cash Balance Plan held $267K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

Plan identifiers

Aristawealth Management's EIN is 20-5148461.

EIN 20-5148461

Plan number 003

Plan year 2024

ACK ID 20251008154315NAL0014153794001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Aristawealth Management's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score