What public Form 5500 filings show about the CUSO Financial Services, L.P. 401(k) plan — and how to find and check your own account.
CUSO Financial Services, L.P. (EIN 33-0731851) reports ATRIA WEALTH SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $43.0M in plan assets across 575 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 CUSO Financial Services, L.P. filing — schedules, fees, and providers.
CUSO Financial Services, L.P.’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 CUSO Financial Services, L.P.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.
