How big is Arista Private Wealth Group, Inc.'s plan?

Arista Private Wealth Group, Inc.'s plan reported $14K in assets and 4 participants for 2024.

Original filing (PDF)20250616151409NAL0000558851001

Arista Private Wealth Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Arista Private Wealth Group, Inc. 401(k) Plan

401(k) retirement plan · Arista Private Wealth Group, Inc.'s Arista Private Wealth Group, Inc. 401(k) Plan held $14K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Arista Private Wealth Group, Inc.'s EIN is 93-4757379.

EIN 93-4757379

Plan number 001

Plan year 2024

ACK ID 20250616151409NAL0000558851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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