ATRIA WEALTH SOLUTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the ATRIA WEALTH SOLUTIONS, INC. 401(k) plan — and how to find and check your own account.
The ATRIA WEALTH SOLUTIONS, INC. 401(k) on its latest Form 5500
ATRIA WEALTH SOLUTIONS, INC. (EIN 82-5185377) reports ATRIA WEALTH SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $57.0M in plan assets across 599 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ATRIA WEALTH SOLUTIONS, INC. filing — schedules, fees, and providers.
Who runs the ATRIA WEALTH SOLUTIONS, INC. 401(k)?
ATRIA WEALTH SOLUTIONS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ATRIA WEALTH SOLUTIONS, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACH RETIREMENT PLAN CONSULTANTS IN, AMERICAN TRUST.
How to check your ATRIA WEALTH SOLUTIONS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ATRIA WEALTH SOLUTIONS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).