Form 5500 Search

ARISTA WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
35,446
Total plan assets
$28.5B
Filings (rows)
13
Direct comp
$432K
Indirect comp
$13K

SERVICES PROVIDED

Advisor / Consultant7
Other6

Top plans served

All 13 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$44K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$38K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$29K
CLARK COUNTY CREDIT UNION
CLARK COUNTY CREDIT UNION 401(K) PLAN
LAS VEGAS, NV
Advisor / Consultant
ADVISOR
208$18.6M$40K
CLARK COUNTY CREDIT UNION
CLARK COUNTY CREDIT UNION 401(K) PLAN
LAS VEGAS, NV
Advisor / Consultant
ADVISOR
202$16.3M$34K
PANHANDLE EYE GROUP, LLP
PANHANDLE EYE GROUP, LLP 401(K) PLAN
AMARILLO, TX
Advisor / Consultant
INVESTMENT ADVISOR
168$16.1M$63K
PANHANDLE EYE GROUP, LLP
PANHANDLE EYE GROUP, LLP 401(K) PLAN
AMARILLO, TX
Advisor / Consultant
INVESTMENT ADVISOR
178$13.7M$46K
CLARK COUNTY CREDIT UNION
CLARK COUNTY CREDIT UNION 401(K) PLAN
LAS VEGAS, NV
Advisor / Consultant
ADVISOR
199$13.2M$36K
PANHANDLE EYE GROUP, LLP
PANHANDLE EYE GROUP, LLP 401(K) PLAN
AMARILLO, TX
Advisor / Consultant
INVESTMENT ADVISOR
156$11.0M$51K
DISCOUNT DUMPSTERS, LLC
DISCOUNT DUMPSTERS, LLC 401(K) RETIREMENT PLAN
LAS VEGAS, NV
Other
INVESTMENT/FINANCIAL ADVI
375$7.9M$23K
DISCOUNT DUMPSTERS, LLC
DISCOUNT DUMPSTERS, LLC 401(K) RETIREMENT PLAN
LAS VEGAS, NV
Other
INVESTMENT/FINANCIAL ADVI
543$6.2M$17K
HIRSCHI COMPANIES, LLC
HIRSCHI COMPANIES 401(K) PLAN
NORTH LAS VEGAS, NV
Other
SERVICE PROVIDER
676$3.2M$0
LEHI VALLEY TRADING COMPANY, LLC
LEHI VALLEY TRADING CO. 401(K) PLAN
MESA, AZ
Advisor / Consultant
INVESTMENT ADVISOR
149$3.1M$11K
ARISTA WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search