How big is Archvest Wealth Advisors, Inc.'s plan?

Archvest Wealth Advisors, Inc.'s plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250604205952NAL0008081123001

Archvest Wealth Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Archvest Wealth Advisors 401(k) Plan

401(k) retirement plan · Archvest Wealth Advisors, Inc.'s Archvest Wealth Advisors 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Archvest Wealth Advisors, Inc.'s EIN is 47-1649862.

EIN 47-1649862

Plan number 001

Plan year 2024

ACK ID 20250604205952NAL0008081123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Archvest Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Archvest Wealth Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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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